Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$579,205
+$145,374 QoQ
Shares Held
493
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,185
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Basepoint Wealth LLC holds $1,677,841 across 12 Specialty Industrial Machinery names. GEV ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
493 | $579,205 | |
| 2 | ROK |
Rockwell Automation, Inc
|
820 | $405,965 | |
| 3 | CMI |
Cummins Inc
|
428 | $305,253 | |
| 4 | CR |
Crane Co
|
369 | $82,312 | |
| 5 | ETN |
Eaton Corp plc
|
184 | $78,406 | |
| 6 | EMR |
Emerson Electric Co
|
492 | $70,429 | |
| 7 | CXT |
Crane NXT, Co.
|
960 | $49,113 | |
| 8 | OTIS |
Otis Worldwide Corp
|
526 | $37,661 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,205 | 493 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $433,831 | 497 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $324,824 | 497 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $305,605 | 497 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $262,987 | 497 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||