Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,053,655
+$601,150 QoQ
Shares Held
1,748
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,302
of 3,398 holders
Holding Since
Sep 2024
8 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, 2026SYM FINANCIAL Corp holds $5,162,097 across 7 Specialty Industrial Machinery names. GEV ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,748 | $2,053,655 | |
| 2 | CMI |
Cummins Inc
|
1,750 | $1,248,117 | |
| 3 | AME |
Ametek Inc/
|
2,943 | $712,029 | |
| 4 | ETN |
Eaton Corp plc
|
976 | $415,893 | |
| 5 | PH |
Parker-Hannifin Corp
|
294 | $287,567 | |
| 6 | DOV |
DOVER Corp
|
1,091 | $244,689 | |
| 7 | ITW |
Illinois Tool Works Inc
|
740 | $200,147 |
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,053,655 | 1,748 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,452,505 | 1,664 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,086,233 | 1,662 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,011,510 | 1,645 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $883,151 | 1,669 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $492,111 | 1,612 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $431,556 | 1,312 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $292,972 | 1,149 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||