Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,574,515
+$2,181,211 QoQ
Shares Held
5,596
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#804
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, 2026Global Financial Private Client, LLC holds $7,975,972 across 2 Specialty Industrial Machinery names. GEV ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
5,596 | $6,574,515 | |
| 2 | CMI |
Cummins Inc
|
1,965 | $1,401,457 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,574,515 | 5,596 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,393,304 | 5,033 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $2,970,475 | 4,545 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,770,739 | 4,506 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,393,873 | 4,524 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $1,370,707 | 4,490 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,466,369 | 4,458 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,136,700 | 4,458 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $752,071 | 4,385 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||