Position in GEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$18,598,033
+$4,663,058 QoQ
Shares Held
15,830
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#459
of 3,397 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $79,551,196 across 28 Specialty Industrial Machinery names. GEV ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
15,830 | $18,598,033 | |
| 2 | ETN |
Eaton Corp plc
|
29,416 | $12,534,745 | |
| 3 | PH |
Parker-Hannifin Corp
|
10,423 | $10,194,944 | |
| 4 | CMI |
Cummins Inc
|
10,266 | $7,321,813 | |
| 5 | ITW |
Illinois Tool Works Inc
|
25,155 | $6,803,672 | |
| 6 | EMR |
Emerson Electric Co
|
30,002 | $4,294,786 | |
| 7 | DOV |
DOVER Corp
|
13,270 | $2,976,195 | |
| 8 | AME |
Ametek Inc/
|
9,397 | $2,273,510 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,598,033 | 15,830 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,934,975 | 15,964 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,292,458 | 14,218 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,009,687 | 13,026 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,737,573 | 10,843 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,501,561 | 11,470 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,956,804 | 5,949 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,377,656 | 5,403 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $796,320 | 4,643 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||