Position in GEV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,756,814
+$884,287 QoQ
Shares Held
4,900
-12.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#851
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, 2026ALTFEST L J & CO INC holds $6,037,534 across 2 Specialty Industrial Machinery names. GEV ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
4,900 | $5,756,814 | |
| 2 | PH |
Parker-Hannifin Corp
|
287 | $280,720 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,756,814 | 4,900 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,872,527 | 5,582 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,641,076 | 4,041 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $783,382 | 1,274 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,434,525 | 2,711 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,149,073 | 3,764 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $375,309 | 1,141 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $290,677 | 1,140 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $200,666 | 1,170 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||