Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$64,617
+$16,608 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,258
of 3,417 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $439,830 across 13 Specialty Industrial Machinery names. GEV ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
270 | $115,052 | |
| 2 | PH |
Parker-Hannifin Corp
|
116 | $113,461 | |
| 3 | AMSC |
American Superconductor Corp /De/
|
2,297 | $95,348 | |
| 4 | GEV |
GE Vernova Inc.
This page
|
55 | $64,617 | |
| 5 | ITW |
Illinois Tool Works Inc
|
114 | $30,833 | |
| 6 | CMI |
Cummins Inc
|
11 | $7,845 | |
| 7 | XYL |
Xylem Inc.
|
31 | $3,664 | |
| 8 | AME |
Ametek Inc/
|
10 | $2,419 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,617 | 55 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $48,009 | 55 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $35,946 | 55 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||