Position in GEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$719,014
+$718,348 QoQ
Shares Held
612
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,998
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026LM Advisors LLC holds $1,780,052 across 2 Specialty Industrial Machinery names. GEV ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,490 | $1,061,038 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
612 | $719,014 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,014 | 612 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $666 | 581 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $421 | 275 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $245,345 | 399 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||