Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,472,099
+$1,079,294 QoQ
Shares Held
1,253
+178.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,474
of 3,398 holders
Holding Since
Dec 2025
3 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, 2026Excelsior Advisor Network LLC holds $5,862,108 across 6 Specialty Industrial Machinery names. GEV ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
10,921 | $1,563,341 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
1,253 | $1,472,099 | |
| 3 | ETN |
Eaton Corp plc
|
3,081 | $1,312,875 | |
| 4 | ITW |
Illinois Tool Works Inc
|
3,951 | $1,068,626 | |
| 5 | GNRC |
Generac Holdings Inc.
|
773 | $226,342 | |
| 6 | ROK |
Rockwell Automation, Inc
|
442 | $218,825 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,472,099 | 1,253 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $392,805 | 450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $318,288 | 487 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||