Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,606,820
+$983,756 QoQ
Shares Held
3,070
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,013
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, 2026SageView Advisory Group, LLC holds $18,760,714 across 17 Specialty Industrial Machinery names. GEV ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
24,761 | $6,890,986 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
3,070 | $3,606,820 | |
| 3 | CMI |
Cummins Inc
|
2,523 | $1,799,428 | |
| 4 | ETN |
Eaton Corp plc
|
4,193 | $1,786,721 | |
| 5 | PH |
Parker-Hannifin Corp
|
785 | $767,824 | |
| 6 | EMR |
Emerson Electric Co
|
4,303 | $615,974 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,889 | $510,917 | |
| 8 | FLS |
Flowserve Corp
|
6,165 | $457,196 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,606,820 | 3,070 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,623,064 | 3,005 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,738,496 | 2,660 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,704,502 | 2,772 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,616,553 | 3,055 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $563,546 | 1,846 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $842,060 | 2,560 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $478,597 | 1,877 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $202,210 | 1,179 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||