Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$445,271
+$115,315 QoQ
Shares Held
379
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,400
of 3,398 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $23,821,719 across 7 Specialty Industrial Machinery names. GEV ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOV |
DOVER Corp
|
34,005 | $7,626,641 | |
| 2 | OTIS |
Otis Worldwide Corp
|
98,210 | $7,031,836 | |
| 3 | ITW |
Illinois Tool Works Inc
|
23,696 | $6,409,057 | |
| 4 | EMR |
Emerson Electric Co
|
12,700 | $1,818,005 | |
| 5 | GEV |
GE Vernova Inc.
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|
379 | $445,271 | |
| 6 | ETN |
Eaton Corp plc
|
588 | $250,558 | |
| 7 | CMI |
Cummins Inc
|
337 | $240,351 |
All Filings in GEV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,271 | 379 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $329,956 | 378 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $247,049 | 378 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $217,674 | 354 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $216,951 | 410 | Shares | Sole | 2025-07-24 | |
| 2024-09-30 | $104,031 | 408 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $37,903 | 221 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||