Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,777,378
+$5,414,095 QoQ
Shares Held
7,471
+93.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#689
of 3,398 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, 2026Compound Planning, Inc. holds $25,867,386 across 22 Specialty Industrial Machinery names. GEV ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
7,471 | $8,777,378 | |
| 2 | ETN |
Eaton Corp plc
|
7,463 | $3,180,133 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,573 | $2,516,702 | |
| 4 | CMI |
Cummins Inc
|
3,248 | $2,316,505 | |
| 5 | ITW |
Illinois Tool Works Inc
|
5,898 | $1,595,231 | |
| 6 | EMR |
Emerson Electric Co
|
10,771 | $1,541,867 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,317 | $1,147,100 | |
| 8 | AME |
Ametek Inc/
|
2,656 | $642,592 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,777,378 | 7,471 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,363,283 | 3,853 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,342,393 | 3,584 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,777,675 | 2,891 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,407,539 | 2,660 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $650,856 | 2,132 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $597,665 | 1,817 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $403,888 | 1,584 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $244,916 | 1,428 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||