Position in GEV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$9,710,139
+$2,520,869 QoQ
Shares Held
11,124
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 95.81085940309241.ToString("F0")%
Shared 0.ToString("F0")%
None 4.189140596907587.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Welch & Forbes LLC holds $195,599,352 across 14 Specialty Industrial Machinery names. GEV ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
413,855 | $49,455,672 | |
| 2 | AOS |
Smith A O Corp
|
579,780 | $38,230,693 | |
| 3 | DOV |
DOVER Corp
|
143,443 | $29,900,693 | |
| 4 | CMI |
Cummins Inc
|
42,811 | $23,033,174 | |
| 5 | OTIS |
Otis Worldwide Corp
|
245,678 | $18,936,860 | |
| 6 | EMR |
Emerson Electric Co
|
110,476 | $14,474,565 | |
| 7 | GEV |
GE Vernova Inc.
This page
|
11,124 | $9,710,139 | |
| 8 | ITW |
Illinois Tool Works Inc
|
22,120 | $5,757,614 |
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||