Position in GEV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$12,538,105
+$2,827,966 QoQ
Shares Held
10,672
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#572
of 3,410 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Welch & Forbes LLC holds $201,408,897 across 14 Specialty Industrial Machinery names. GEV ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
395,967 | $46,807,259 | |
| 2 | AOS |
Smith A O Corp
|
532,209 | $33,380,148 | |
| 3 | DOV |
DOVER Corp
|
142,893 | $32,048,042 | |
| 4 | CMI |
Cummins Inc
|
41,387 | $29,517,622 | |
| 5 | OTIS |
Otis Worldwide Corp
|
238,066 | $17,045,525 | |
| 6 | EMR |
Emerson Electric Co
|
111,601 | $15,975,683 | |
| 7 | GEV |
GE Vernova Inc.
This page
|
10,672 | $12,538,105 | |
| 8 | ITW |
Illinois Tool Works Inc
|
22,109 | $5,979,821 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,538,105 | 10,672 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,710,139 | 11,124 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,189,270 | 11,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,926,848 | 11,265 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,986,273 | 11,313 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,554,680 | 11,644 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,803,746 | 11,564 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,906,772 | 11,400 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,051,774 | 11,963 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||