Position in GEV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$179,753
+$52,310 QoQ
Shares Held
153
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,128
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026Trifecta Capital Advisors, LLC holds $10,824,892 across 12 Specialty Industrial Machinery names. GEV ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
22,963 | $9,784,993 | |
| 2 | DOV |
DOVER Corp
|
2,375 | $532,665 | |
| 3 | ITW |
Illinois Tool Works Inc
|
1,053 | $284,804 | |
| 4 | GEV |
GE Vernova Inc.
This page
|
153 | $179,753 | |
| 5 | ITT |
Itt Inc.
|
115 | $22,742 | |
| 6 | EMR |
Emerson Electric Co
|
100 | $14,315 | |
| 7 | RRX |
Regal Rexnord Corp
|
6 | $1,429 | |
| 8 | CMI |
Cummins Inc
|
2 | $1,426 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,753 | 153 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $127,443 | 146 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $95,421 | 146 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $91,620 | 149 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $78,843 | 149 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $44,876 | 147 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $48,352 | 147 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $37,482 | 147 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $24,868 | 145 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||