Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,778,155
+$2,934,591 QoQ
Shares Held
4,067
+92.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#906
of 3,410 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, 2026Confluence Wealth Services, Inc. holds $23,290,273 across 11 Specialty Industrial Machinery names. GEV ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
19,869 | $8,466,578 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
4,067 | $4,778,155 | |
| 3 | CMI |
Cummins Inc
|
3,504 | $2,499,087 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,821 | $1,891,700 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,840 | $1,799,740 | |
| 6 | EMR |
Emerson Electric Co
|
12,001 | $1,717,943 | |
| 7 | ITW |
Illinois Tool Works Inc
|
3,974 | $1,074,847 | |
| 8 | NDSN |
Nordson Corp
|
995 | $300,181 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,778,155 | 4,067 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,843,564 | 2,112 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,286,225 | 1,968 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,357,084 | 2,207 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,555,701 | 2,940 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $608,423 | 1,993 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $603,915 | 1,836 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $477,832 | 1,874 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $452,614 | 2,639 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||