Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,600,179
+$4,312,523 QoQ
Shares Held
11,576
+8.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#548
of 3,398 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $68,537,069 across 19 Specialty Industrial Machinery names. GEV ranks #1 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
11,576 | $13,600,179 | |
| 2 | PH |
Parker-Hannifin Corp
|
12,056 | $11,792,214 | |
| 3 | ETN |
Eaton Corp plc
|
23,340 | $9,945,640 | |
| 4 | CMI |
Cummins Inc
|
10,517 | $7,500,829 | |
| 5 | WTS |
Watts Water Technologies Inc
|
12,986 | $5,083,369 | |
| 6 | NDSN |
Nordson Corp
|
14,539 | $4,386,270 | |
| 7 | EMR |
Emerson Electric Co
|
24,469 | $3,502,737 | |
| 8 | KAI |
Kadant Inc
|
7,411 | $2,328,758 |
All Filings in GEV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,600,179 | 11,576 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,287,656 | 10,640 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,633,044 | 11,679 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,861,129 | 4,653 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,458,430 | 4,646 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,473,891 | 4,828 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $945,015 | 2,873 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $803,696 | 3,152 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $321,238 | 1,873 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $279,790 | 2,046 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||