Position in CMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,524,050
+$551,131 QoQ
Shares Held
3,539
-3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#773
of 2,094 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 1%
None 98%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $9,023,659 across 12 Specialty Industrial Machinery names. CMI ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
3,539 | $2,524,050 | |
| 2 | ETN |
Eaton Corp plc
|
3,172 | $1,351,652 | |
| 3 | GEV |
GE Vernova Inc.
|
1,018 | $1,196,007 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,101 | $1,076,910 | |
| 5 | EMR |
Emerson Electric Co
|
5,176 | $740,944 | |
| 6 | AME |
Ametek Inc/
|
1,915 | $463,315 | |
| 7 | XYL |
Xylem Inc.
|
3,406 | $402,623 | |
| 8 | IR |
Ingersoll Rand Inc.
|
4,369 | $358,214 |
All Filings in CMI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,524,050 | 3,539 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,972,919 | 3,667 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,560,956 | 3,058 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,349,049 | 3,194 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $998,875 | 3,050 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,044,068 | 3,331 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,277,967 | 3,666 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $958,418 | 2,960 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $896,422 | 3,237 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $667,382 | 2,265 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $195,009 | 814 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,969 | 13 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,941 | 12 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $2,866 | 12 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||