Position in GEV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,439,009
+$705,430 QoQ
Shares Held
2,076
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,203
of 3,397 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, 2026PDS Planning, Inc holds $9,118,627 across 8 Specialty Industrial Machinery names. GEV ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,458 | $2,751,882 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
2,076 | $2,439,009 | |
| 3 | EMR |
Emerson Electric Co
|
6,806 | $974,278 | |
| 4 | PH |
Parker-Hannifin Corp
|
819 | $801,080 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,517 | $680,772 | |
| 6 | CMI |
Cummins Inc
|
864 | $616,213 | |
| 7 | ROK |
Rockwell Automation, Inc
|
941 | $465,870 | |
| 8 | AME |
Ametek Inc/
|
1,610 | $389,523 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,439,009 | 2,076 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,733,579 | 1,986 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,263,350 | 1,933 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,064,391 | 1,731 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $963,053 | 1,820 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $501,575 | 1,643 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $514,446 | 1,564 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $383,999 | 1,506 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $247,145 | 1,441 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||