Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,324,689
+$6,359,348 QoQ
Shares Held
19,002
+3.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#422
of 3,398 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, 2026SIERRA SUMMIT ADVISORS LLC holds $39,246,254 across 5 Specialty Industrial Machinery names. GEV ranks #1 (56.9% of the industry book) .
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,324,689 | 19,002 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,965,341 | 18,290 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $21,121,421 | 32,317 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,661,427 | 31,975 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,167,649 | 30,554 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,907,973 | 25,904 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,806,113 | 26,772 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,430,180 | 36,984 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,024,438 | 46,787 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||