Values First Advisors, Inc.

Position in GEV — GE Vernova Inc.

CIK 1913608 JOHNSON CITY, TN

Position in GEV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,303,900

+$257,823 QoQ

Shares Held

1,961

-16.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#1,237

of 3,398 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Values First Advisors, Inc. holds $7,663,578 across 5 Specialty Industrial Machinery names. GEV ranks #1 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,961	$2,303,900
2	DCI	DONALDSON Co INC	22,617	$2,030,326
3	GGG	Graco Inc	24,954	$1,886,770
4	GNRC	Generac Holdings Inc.	3,804	$1,113,849
5	ROK	Rockwell Automation, Inc	664	$328,733

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,303,900	1,961	-16.3%	Shares	Sole	2026-08-04
2026-03-31	$2,046,077	2,344	-29.5%	Shares	Sole	2026-04-17
2025-12-31	$2,171,813	3,323	+7.1%	Shares	Sole	2026-01-30
2025-09-30	$1,907,419	3,102	-2.9%	Shares	Sole	2025-10-21
2025-06-30	$1,691,163	3,196	-6.6%	Shares	Sole	2025-07-29
2025-03-31	$1,044,668	3,422	+75.6%	Shares	Sole	2025-04-30
2024-12-31	$641,084	1,949	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.