Position in GEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,668,699
+$1,461,321 QoQ
Shares Held
4,825
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.02%
of 13F equity value
Holder Rank
#855
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, 2026Cladis Investment Advisory, LLC holds $6,381,909 across 2 Specialty Industrial Machinery names. GEV ranks #1 (88.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
4,825 | $5,668,699 | |
| 2 | CMI |
Cummins Inc
|
1,000 | $713,210 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,668,699 | 4,825 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,207,378 | 4,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,296,607 | 5,044 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,176,573 | 5,166 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,742,584 | 5,183 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,546,243 | 5,065 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,755,828 | 5,338 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,302,692 | 5,109 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $917,921 | 5,352 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||