Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,861,764
+$1,554,690 QoQ
Shares Held
3,287
+24.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#989
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $12,547,091 across 13 Specialty Industrial Machinery names. GEV ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
3,287 | $3,861,764 | |
| 2 | IR |
Ingersoll Rand Inc.
|
32,990 | $2,704,850 | |
| 3 | ETN |
Eaton Corp plc
|
4,635 | $1,975,065 | |
| 4 | CMI |
Cummins Inc
|
1,658 | $1,182,501 | |
| 5 | PH |
Parker-Hannifin Corp
|
650 | $635,778 | |
| 6 | ROK |
Rockwell Automation, Inc
|
830 | $410,916 | |
| 7 | EMR |
Emerson Electric Co
|
2,403 | $343,989 | |
| 8 | DOV |
DOVER Corp
|
1,361 | $305,245 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,861,764 | 3,287 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,307,074 | 2,643 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,536,543 | 2,351 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,588,901 | 2,584 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $806,424 | 1,524 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $496,385 | 1,626 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $269,393 | 819 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $432,446 | 1,696 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $290,880 | 1,696 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||