Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,292,151
+$888,528 QoQ
Shares Held
1,951
+21.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,242
of 3,398 holders
Holding Since
Dec 2025
3 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, 2026Lifeworks Advisors, LLC holds $25,405,396 across 7 Specialty Industrial Machinery names. GEV ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
12,230 | $8,722,558 | |
| 2 | ITW |
Illinois Tool Works Inc
|
21,587 | $5,838,635 | |
| 3 | PNR |
PENTAIR plc
|
50,229 | $3,850,555 | |
| 4 | OTIS |
Otis Worldwide Corp
|
53,317 | $3,817,497 | |
| 5 | GEV |
GE Vernova Inc.
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|
1,951 | $2,292,151 | |
| 6 | ETN |
Eaton Corp plc
|
1,275 | $543,303 | |
| 7 | EMR |
Emerson Electric Co
|
2,380 | $340,697 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292,151 | 1,951 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,403,623 | 1,608 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,094,729 | 1,675 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||