Position in GEV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$599,178
+$212,484 QoQ
Shares Held
510
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,172
of 3,410 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $2,757,963 across 7 Specialty Industrial Machinery names. GEV ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
657 | $642,624 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
510 | $599,178 | |
| 3 | ETN |
Eaton Corp plc
|
901 | $383,934 | |
| 4 | ITW |
Illinois Tool Works Inc
|
1,268 | $342,955 | |
| 5 | CMI |
Cummins Inc
|
409 | $291,702 | |
| 6 | ROK |
Rockwell Automation, Inc
|
569 | $281,700 | |
| 7 | EMR |
Emerson Electric Co
|
1,508 | $215,870 |
All Filings in GEV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,178 | 510 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $386,694 | 443 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||