Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,923
+$1,576 QoQ
Shares Held
11
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,337
of 3,397 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026United Financial Planning Group LLC holds $97,167 across 11 Specialty Industrial Machinery names. GEV ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
30 | $21,396 | |
| 2 | PH |
Parker-Hannifin Corp
|
17 | $16,628 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
11 | $12,923 | |
| 4 | ETN |
Eaton Corp plc
|
30 | $12,783 | |
| 5 | RRX |
Regal Rexnord Corp
|
33 | $7,860 | |
| 6 | ROK |
Rockwell Automation, Inc
|
15 | $7,426 | |
| 7 | NDSN |
Nordson Corp
|
17 | $5,128 | |
| 8 | PNR |
PENTAIR plc
|
66 | $5,059 |
All Filings in GEV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,923 | 11 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,347 | 13 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,496 | 13 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,304 | 7 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||