Position in GEV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,761,115
+$453,511 QoQ
Shares Held
1,499
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,388
of 3,397 holders
Holding Since
Sep 2024
8 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, 2026Quotient Wealth Partners, LLC holds $5,346,472 across 8 Specialty Industrial Machinery names. GEV ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,499 | $1,761,115 | |
| 2 | ETN |
Eaton Corp plc
|
2,251 | $959,196 | |
| 3 | PH |
Parker-Hannifin Corp
|
676 | $661,209 | |
| 4 | OTIS |
Otis Worldwide Corp
|
7,788 | $557,620 | |
| 5 | EMR |
Emerson Electric Co
|
3,405 | $487,425 | |
| 6 | CMI |
Cummins Inc
|
501 | $357,318 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,190 | $321,859 | |
| 8 | AME |
Ametek Inc/
|
995 | $240,730 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,761,115 | 1,499 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,307,604 | 1,498 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,003,883 | 1,536 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $898,983 | 1,462 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $752,980 | 1,423 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $351,682 | 1,152 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $379,256 | 1,153 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $251,920 | 988 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||