Position in GEV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,748,804
+$4,893,077 QoQ
Shares Held
14,256
+5.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#487
of 3,398 holders
Holding Since
Jun 2024
9 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $29,638,539 across 11 Specialty Industrial Machinery names. GEV ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
14,256 | $16,748,804 | |
| 2 | CMI |
Cummins Inc
|
6,088 | $4,342,022 | |
| 3 | ETN |
Eaton Corp plc
|
7,019 | $2,990,936 | |
| 4 | EMR |
Emerson Electric Co
|
17,386 | $2,488,805 | |
| 5 | DOV |
DOVER Corp
|
5,230 | $1,172,984 | |
| 6 | PH |
Parker-Hannifin Corp
|
644 | $629,909 | |
| 7 | FLS |
Flowserve Corp
|
4,317 | $320,148 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,153 | $311,851 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,748,804 | 14,256 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,855,727 | 13,582 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,177,505 | 10,982 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $5,031,111 | 8,182 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,834,843 | 9,137 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,875,945 | 6,145 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,187,660 | 9,691 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,648,732 | 10,388 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $961,828 | 5,608 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||