Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,373,217
+$644,003 QoQ
Shares Held
2,020
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,214
of 3,396 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $5,970,741 across 8 Specialty Industrial Machinery names. GEV ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,020 | $2,373,217 | |
| 2 | ETN |
Eaton Corp plc
|
2,104 | $896,556 | |
| 3 | CMI |
Cummins Inc
|
965 | $688,247 | |
| 4 | EMR |
Emerson Electric Co
|
4,187 | $599,369 | |
| 5 | PH |
Parker-Hannifin Corp
|
547 | $535,031 | |
| 6 | ROK |
Rockwell Automation, Inc
|
630 | $311,900 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,098 | $296,976 | |
| 8 | AOS |
Smith A O Corp
|
4,296 | $269,445 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,373,217 | 2,020 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,729,214 | 1,981 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,171,851 | 1,793 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $993,678 | 1,616 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $909,608 | 1,719 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $567,820 | 1,860 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $623,651 | 1,896 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $521,689 | 2,046 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $406,993 | 2,373 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||