Position in GEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$38,770
+$16,075 QoQ
Shares Held
33
+26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,279
of 3,398 holders
Holding Since
Mar 2025
6 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, 2026IMG Wealth Management, Inc. holds $128,560 across 12 Specialty Industrial Machinery names. GEV ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
33 | $38,770 | |
| 2 | ETN |
Eaton Corp plc
|
41 | $17,470 | |
| 3 | PH |
Parker-Hannifin Corp
|
17 | $16,628 | |
| 4 | CMI |
Cummins Inc
|
16 | $11,411 | |
| 5 | SYM |
Symbotic Inc.
|
239 | $10,743 | |
| 6 | EMR |
Emerson Electric Co
|
73 | $10,449 | |
| 7 | AME |
Ametek Inc/
|
39 | $9,435 | |
| 8 | ITW |
Illinois Tool Works Inc
|
26 | $7,032 |
All Filings in GEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,770 | 33 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,695 | 26 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,214 | 60 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $26,440 | 43 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $22,753 | 43 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,968 | 13 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||