Position in GEV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,820,848
+$3,283,171 QoQ
Shares Held
7,508
+18.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#686
of 3,398 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Spire Wealth Management holds $16,398,265 across 32 Specialty Industrial Machinery names. GEV ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
7,508 | $8,820,848 | |
| 2 | ETN |
Eaton Corp plc
|
7,322 | $3,120,050 | |
| 3 | SYM |
Symbotic Inc.
|
28,730 | $1,291,413 | |
| 4 | PH |
Parker-Hannifin Corp
|
660 | $645,558 | |
| 5 | CMI |
Cummins Inc
|
880 | $627,624 | |
| 6 | EMR |
Emerson Electric Co
|
4,170 | $596,935 | |
| 7 | DOV |
DOVER Corp
|
1,240 | $278,107 | |
| 8 | GHM |
Graham Corp
|
1,501 | $185,808 |
All Filings in GEV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,820,848 | 7,508 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,537,677 | 6,344 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,136,444 | 6,329 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,025,501 | 14,678 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,391,228 | 4,519 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,123,430 | 3,680 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $977,908 | 2,973 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||