Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$261,993
+$69,083 QoQ
Shares Held
223
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,875
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, 2026Bell Investment Advisors, Inc holds $1,780,747 across 38 Specialty Industrial Machinery names. GEV ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
1,056 | $285,616 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
223 | $261,993 | |
| 3 | OTIS |
Otis Worldwide Corp
|
3,283 | $235,062 | |
| 4 | EMR |
Emerson Electric Co
|
1,378 | $197,260 | |
| 5 | CMI |
Cummins Inc
|
275 | $196,132 | |
| 6 | ROK |
Rockwell Automation, Inc
|
280 | $138,622 | |
| 7 | ITT |
Itt Inc.
|
652 | $128,939 | |
| 8 | ETN |
Eaton Corp plc
|
256 | $109,086 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,993 | 223 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $192,910 | 221 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $137,249 | 210 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $148,190 | 241 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $135,462 | 256 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $73,267 | 240 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $77,627 | 236 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $61,450 | 241 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $40,304 | 235 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||