Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,115,922
+$23,581 QoQ
Shares Held
1,801
-24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,284
of 3,398 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $2,818,607 across 14 Specialty Industrial Machinery names. GEV ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
1,801 | $2,115,922 | |
| 2 | CMI |
Cummins Inc
|
401 | $285,997 | |
| 3 | XYL |
Xylem Inc.
|
1,000 | $118,210 | |
| 4 | ETN |
Eaton Corp plc
|
186 | $79,258 | |
| 5 | FLS |
Flowserve Corp
|
890 | $66,002 | |
| 6 | AME |
Ametek Inc/
|
150 | $36,291 | |
| 7 | OTIS |
Otis Worldwide Corp
|
500 | $35,800 | |
| 8 | SMR |
NUSCALE POWER Corp
|
2,127 | $21,333 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,115,922 | 1,801 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,092,341 | 2,397 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,527,393 | 2,337 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,433,331 | 2,331 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,233,448 | 2,331 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $17,095 | 56 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $18,420 | 56 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,278 | 56 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||