Position in GEV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$402,976
+$155,073 QoQ
Shares Held
343
+20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,477
of 3,398 holders
Holding Since
Mar 2026
2 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, 2026WILLNER & HELLER, LLC holds $720,865 across 2 Specialty Industrial Machinery names. GEV ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
343 | $402,976 | |
| 2 | PH |
Parker-Hannifin Corp
|
325 | $317,889 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,976 | 343 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $247,903 | 284 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||