Position in GEV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$548,659
+$141,888 QoQ
Shares Held
467
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,230
of 3,398 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Shum Financial Group, Inc. holds $807,313 across 2 Specialty Industrial Machinery names. GEV ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
467 | $548,659 | |
| 2 | ETN |
Eaton Corp plc
|
607 | $258,654 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,659 | 467 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $406,771 | 466 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $314,367 | 481 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $296,381 | 482 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||