Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,268,654
+$652,917 QoQ
Shares Held
1,931
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#1,254
of 3,410 holders
Holding Since
Jun 2025
5 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, 2026PETRA FINANCIAL ADVISORS INC holds $2,499,020 across 2 Specialty Industrial Machinery names. GEV ranks #1 (90.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,931 | $2,268,654 | |
| 2 | CMI |
Cummins Inc
|
323 | $230,366 |
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,268,654 | 1,931 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,615,737 | 1,851 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $707,816 | 1,083 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $639,496 | 1,040 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $540,262 | 1,021 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||