Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,276,489
+$1,046,760 QoQ
Shares Held
3,640
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#945
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 24%
Shared 76%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $59,150,168 across 28 Specialty Industrial Machinery names. GEV ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,750 | $11,233,056 | |
| 2 | XYL |
Xylem Inc.
|
88,397 | $10,449,409 | |
| 3 | DOV |
DOVER Corp
|
28,015 | $6,283,203 | |
| 4 | OTIS |
Otis Worldwide Corp
|
69,267 | $4,959,517 | |
| 5 | ETN |
Eaton Corp plc
|
10,713 | $4,565,023 | |
| 6 | GEV |
GE Vernova Inc.
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|
3,640 | $4,276,489 | |
| 7 | GNRC |
Generac Holdings Inc.
|
12,516 | $3,664,809 | |
| 8 | ITW |
Illinois Tool Works Inc
|
9,026 | $2,441,261 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,276,489 | 3,640 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $3,229,729 | 3,700 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,700,588 | 2,602 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,590,130 | 2,586 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,169,950 | 2,211 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $639,866 | 2,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $621,018 | 1,888 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $460,492 | 1,806 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $287,278 | 1,675 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||