Position in GEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$452,321
+$147,679 QoQ
Shares Held
385
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,387
of 3,398 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $738,318 across 2 Specialty Industrial Machinery names. GEV ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
385 | $452,321 | |
| 2 | CMI |
Cummins Inc
|
401 | $285,997 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,321 | 385 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $304,642 | 349 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $234,631 | 359 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $216,444 | 352 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||