Synergy Investment Management, LLC
Position in GEV — GE Vernova Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$158,605
+$143,767 QoQ
Shares Held
135
+694.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,139
of 3,398 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Synergy Investment Management, LLC holds $547,963 across 17 Specialty Industrial Machinery names. GEV ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
135 | $158,605 | |
| 2 | PH |
Parker-Hannifin Corp
|
109 | $106,614 | |
| 3 | ITW |
Illinois Tool Works Inc
|
324 | $87,631 | |
| 4 | EMR |
Emerson Electric Co
|
340 | $48,671 | |
| 5 | OTIS |
Otis Worldwide Corp
|
615 | $44,033 | |
| 6 | ETN |
Eaton Corp plc
|
83 | $35,366 | |
| 7 | CMI |
Cummins Inc
|
22 | $15,690 | |
| 8 | AME |
Ametek Inc/
|
48 | $11,612 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,605 | 135 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,838 | 17 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,052 | 10 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,289 | 10 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||