Position in GEV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,518,123
+$1,944,127 QoQ
Shares Held
5,548
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#806
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Choate Investment Advisors holds $28,738,286 across 11 Specialty Industrial Machinery names. GEV ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
71,220 | $10,195,143 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
5,548 | $6,518,123 | |
| 3 | ITW |
Illinois Tool Works Inc
|
11,218 | $3,034,132 | |
| 4 | DOV |
DOVER Corp
|
9,254 | $2,075,487 | |
| 5 | ETN |
Eaton Corp plc
|
4,606 | $1,962,708 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,466 | $1,433,923 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,766 | $1,369,391 | |
| 8 | AME |
Ametek Inc/
|
3,727 | $901,710 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,518,123 | 5,548 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,573,996 | 5,240 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,426,667 | 5,243 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,060,357 | 4,977 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,564,790 | 4,847 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,004,981 | 3,292 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,307,496 | 3,975 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $822,820 | 3,227 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $668,031 | 3,895 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||