Position in GEV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$911,691
+$264,000 QoQ
Shares Held
776
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,817
of 3,398 holders
Holding Since
Dec 2024
7 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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $1,248,840 across 2 Specialty Industrial Machinery names. GEV ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
776 | $911,691 | |
| 2 | ROK |
Rockwell Automation, Inc
|
681 | $337,149 |
All Filings in GEV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,691 | 776 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $647,691 | 742 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $481,681 | 737 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $447,032 | 727 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $384,692 | 727 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $221,938 | 727 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $249,328 | 758 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||