Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$365,381
+$111,368 QoQ
Shares Held
311
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,577
of 3,398 holders
Holding Since
Mar 2026
2 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, 2026Cascade Financial Partners, LLC holds $5,336,321 across 7 Specialty Industrial Machinery names. GEV ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
8,172 | $2,210,280 | |
| 2 | ROK |
Rockwell Automation, Inc
|
1,971 | $975,802 | |
| 3 | CR |
Crane Co
|
2,945 | $656,941 | |
| 4 | PH |
Parker-Hannifin Corp
|
498 | $487,103 | |
| 5 | EMR |
Emerson Electric Co
|
2,753 | $394,091 | |
| 6 | GEV |
GE Vernova Inc.
This page
|
311 | $365,381 | |
| 7 | ETN |
Eaton Corp plc
|
579 | $246,723 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,381 | 311 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $254,013 | 291 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||