Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$345,408
+$88,776 QoQ
Shares Held
294
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,633
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026Gen-Wealth Partners Inc holds $3,556,358 across 18 Specialty Industrial Machinery names. GEV ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
1,750 | $473,322 | |
| 2 | DOV |
DOVER Corp
|
1,834 | $411,329 | |
| 3 | EMR |
Emerson Electric Co
|
2,740 | $392,231 | |
| 4 | NDSN |
Nordson Corp
|
1,160 | $349,960 | |
| 5 | GEV |
GE Vernova Inc.
This page
|
294 | $345,408 | |
| 6 | CMI |
Cummins Inc
|
401 | $285,997 | |
| 7 | AOS |
Smith A O Corp
|
4,542 | $284,874 | |
| 8 | ETN |
Eaton Corp plc
|
650 | $276,978 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,408 | 294 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $256,632 | 294 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $162,738 | 249 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $120,520 | 196 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $68,260 | 129 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,433 | 139 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45,721 | 139 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,442 | 139 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,839 | 139 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||