Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$478,168
+$111,550 QoQ
Shares Held
407
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#2,335
of 3,398 holders
Holding Since
Sep 2025
4 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, 2026Symphony Financial Services, Inc. holds $811,819 across 2 Specialty Industrial Machinery names. GEV ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
407 | $478,168 | |
| 2 | ETN |
Eaton Corp plc
|
783 | $333,651 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,168 | 407 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $366,618 | 420 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $247,049 | 378 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $217,059 | 353 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||