Position in GEV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,682,205
+$623,034 QoQ
Shares Held
2,283
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#1,150
of 3,398 holders
Holding Since
Mar 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, 2026Whitaker-Myers Wealth Managers, LTD. holds $4,952,421 across 2 Specialty Industrial Machinery names. GEV ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,283 | $2,682,205 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,321 | $2,270,216 |
All Filings in GEV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,682,205 | 2,283 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,059,171 | 2,359 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,676,407 | 2,565 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $638,684 | 1,207 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $386,484 | 1,266 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||