Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,787,360
+$1,701,316 QoQ
Shares Held
4,926
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#847
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $32,460,923 across 13 Specialty Industrial Machinery names. GEV ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
25,655 | $10,932,108 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,892 | $7,719,323 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
4,926 | $5,787,360 | |
| 4 | CMI |
Cummins Inc
|
4,380 | $3,123,859 | |
| 5 | EMR |
Emerson Electric Co
|
7,722 | $1,105,404 | |
| 6 | GNRC |
Generac Holdings Inc.
|
3,732 | $1,092,766 | |
| 7 | IR |
Ingersoll Rand Inc.
|
10,302 | $844,660 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,648 | $716,204 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,787,360 | 4,926 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,086,044 | 4,681 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,382,224 | 5,175 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,526,624 | 4,109 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,975,316 | 3,733 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,025,435 | 3,359 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $816,404 | 2,482 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,277,991 | 8,934 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,453,375 | 8,474 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||