Position in GEV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,988,261
+$1,048,520 QoQ
Shares Held
5,097
-9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#834
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Everhart Financial Group, Inc. holds $11,958,997 across 9 Specialty Industrial Machinery names. GEV ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
5,097 | $5,988,261 | |
| 2 | ITT |
Itt Inc.
|
8,523 | $1,685,508 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,240 | $1,212,868 | |
| 4 | AME |
Ametek Inc/
|
4,165 | $1,007,680 | |
| 5 | ETN |
Eaton Corp plc
|
1,368 | $582,932 | |
| 6 | EMR |
Emerson Electric Co
|
3,450 | $493,867 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,402 | $379,198 | |
| 8 | CMI |
Cummins Inc
|
456 | $325,223 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,988,261 | 5,097 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,939,741 | 5,659 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,467,188 | 5,305 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,052,363 | 4,964 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,516,637 | 4,756 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,153,653 | 3,779 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,220,330 | 3,710 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $852,143 | 3,342 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $282,819 | 1,649 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||