Position in GEV
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$46,994
+$19,935 QoQ
Shares Held
40
+29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,265
of 3,398 holders
Holding Since
Mar 2025
6 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, 2026Copia Wealth Management holds $206,154 across 9 Specialty Industrial Machinery names. GEV ranks #3 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
259 | $70,051 | |
| 2 | EMR |
Emerson Electric Co
|
393 | $56,257 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
40 | $46,994 | |
| 4 | XYL |
Xylem Inc.
|
70 | $8,274 | |
| 5 | PH |
Parker-Hannifin Corp
|
8 | $7,824 | |
| 6 | ITT |
Itt Inc.
|
35 | $6,921 | |
| 7 | DOV |
DOVER Corp
|
23 | $5,158 | |
| 8 | ETN |
Eaton Corp plc
|
7 | $2,982 |
All Filings in GEV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,994 | 40 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $27,059 | 31 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,260 | 31 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,061 | 31 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,403 | 31 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,684 | 35 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||