Position in GEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,576,079
+$1,192,719 QoQ
Shares Held
3,895
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#915
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Williamson Legacy Group, LLC holds $7,623,625 across 2 Specialty Industrial Machinery names. GEV ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
3,895 | $4,576,079 | |
| 2 | CMI |
Cummins Inc
|
4,273 | $3,047,546 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,576,079 | 3,895 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,383,360 | 3,876 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,407,098 | 3,683 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,898,196 | 3,087 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $548,728 | 1,037 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||