Position in GEV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,498,150
+$1,914,553 QoQ
Shares Held
5,531
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#808
of 3,398 holders
Holding Since
Sep 2024
8 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, 2026WealthPlan Investment Management, LLC holds $17,429,086 across 9 Specialty Industrial Machinery names. GEV ranks #1 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
5,531 | $6,498,150 | |
| 2 | EMR |
Emerson Electric Co
|
29,179 | $4,176,973 | |
| 3 | GGG |
Graco Inc
|
36,172 | $2,734,964 | |
| 4 | DOV |
DOVER Corp
|
9,833 | $2,205,345 | |
| 5 | AOS |
Smith A O Corp
|
9,442 | $592,202 | |
| 6 | XYL |
Xylem Inc.
|
3,942 | $465,983 | |
| 7 | ETN |
Eaton Corp plc
|
1,054 | $449,130 | |
| 8 | ROK |
Rockwell Automation, Inc
|
530 | $262,392 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,498,150 | 5,531 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,583,597 | 5,251 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,465,881 | 5,303 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $2,359,985 | 3,838 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $520,154 | 983 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $257,350 | 843 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $279,589 | 850 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $215,203 | 844 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||