Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$314,861
+$259,870 QoQ
Shares Held
268
+325.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,720
of 3,396 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $1,084,915 across 11 Specialty Industrial Machinery names. GEV ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
461 | $450,913 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
268 | $314,861 | |
| 3 | CMI |
Cummins Inc
|
246 | $175,449 | |
| 4 | WTS |
Watts Water Technologies Inc
|
109 | $42,668 | |
| 5 | CR |
Crane Co
|
150 | $33,460 | |
| 6 | EMR |
Emerson Electric Co
|
185 | $26,482 | |
| 7 | ROK |
Rockwell Automation, Inc
|
48 | $23,763 | |
| 8 | ITW |
Illinois Tool Works Inc
|
35 | $9,466 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,861 | 268 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $54,991 | 63 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,259 | 31 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $9,838 | 16 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,587 | 3 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $915 | 3 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $657 | 2 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $764 | 3 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||