Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$324,261
+$78,104 QoQ
Shares Held
276
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,693
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, 2026Financial Perspectives, Inc holds $724,736 across 10 Specialty Industrial Machinery names. GEV ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
276 | $324,261 | |
| 2 | PH |
Parker-Hannifin Corp
|
129 | $126,177 | |
| 3 | ITW |
Illinois Tool Works Inc
|
248 | $67,076 | |
| 4 | ETN |
Eaton Corp plc
|
147 | $62,639 | |
| 5 | EMR |
Emerson Electric Co
|
400 | $57,260 | |
| 6 | ROK |
Rockwell Automation, Inc
|
112 | $55,448 | |
| 7 | IR |
Ingersoll Rand Inc.
|
176 | $14,430 | |
| 8 | OTIS |
Otis Worldwide Corp
|
180 | $12,888 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,261 | 276 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $246,157 | 282 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $227,442 | 348 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $215,829 | 351 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $192,610 | 364 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $116,616 | 382 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $125,651 | 382 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $82,103 | 322 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $55,226 | 322 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||