Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,216,970
+$5,751,901 QoQ
Shares Held
6,994
+147.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
#714
of 3,398 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Western Financial Corp/CA holds $8,989,684 across 2 Specialty Industrial Machinery names. GEV ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
6,994 | $8,216,970 | |
| 2 | PH |
Parker-Hannifin Corp
|
790 | $772,714 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,216,970 | 6,994 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,465,069 | 2,824 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,372,459 | 3,630 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,275,744 | 3,701 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,204,345 | 2,276 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||