Position in GEV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,011,166
+$562,682 QoQ
Shares Held
2,563
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,093
of 3,397 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, 2026FSM Wealth Advisors, LLC holds $6,333,938 across 8 Specialty Industrial Machinery names. GEV ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,563 | $3,011,166 | |
| 2 | PH |
Parker-Hannifin Corp
|
887 | $867,592 | |
| 3 | ETN |
Eaton Corp plc
|
1,623 | $691,592 | |
| 4 | AME |
Ametek Inc/
|
2,173 | $525,735 | |
| 5 | ROK |
Rockwell Automation, Inc
|
731 | $361,903 | |
| 6 | CMI |
Cummins Inc
|
481 | $343,054 | |
| 7 | EMR |
Emerson Electric Co
|
2,179 | $311,923 | |
| 8 | ITW |
Illinois Tool Works Inc
|
817 | $220,973 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,011,166 | 2,563 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,448,484 | 2,805 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,842,413 | 2,819 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,734,632 | 2,821 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,392,722 | 2,632 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $602,012 | 1,972 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $627,269 | 1,907 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $436,015 | 1,710 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||