Position in GEV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$361,856
+$86,020 QoQ
Shares Held
308
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#959
of 1,333 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, 2026True Wealth Design, LLC holds $2,233,216 across 40 Specialty Industrial Machinery names. GEV ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
396 | $387,335 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
308 | $361,856 | |
| 3 | EMR |
Emerson Electric Co
|
1,726 | $247,076 | |
| 4 | CMI |
Cummins Inc
|
323 | $230,366 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,923 | $137,686 | |
| 6 | AME |
Ametek Inc/
|
485 | $117,340 | |
| 7 | ITW |
Illinois Tool Works Inc
|
380 | $102,778 | |
| 8 | CR |
Crane Co
|
395 | $88,112 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,856 | 308 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $275,836 | 316 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $118,949 | 182 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $104,533 | 170 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $79,901 | 151 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $44,570 | 146 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,405 | 135 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,808 | 62 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,200 | 7 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||