Position in GEV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,478,692
+$600,294 QoQ
Shares Held
1,694
+26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Birch Hill Investment Advisors LLC holds $135,110,357 across 8 Specialty Industrial Machinery names. GEV ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
188,730 | $67,731,422 | |
| 2 | WTS |
Watts Water Technologies Inc
|
189,310 | $54,954,799 | |
| 3 | EMR |
Emerson Electric Co
|
29,363 | $3,847,140 | |
| 4 | IR |
Ingersoll Rand Inc.
|
33,090 | $2,651,170 | |
| 5 | ITW |
Illinois Tool Works Inc
|
8,763 | $2,280,921 | |
| 6 | DOV |
DOVER Corp
|
7,605 | $1,585,262 | |
| 7 | GEV |
GE Vernova Inc.
This page
|
1,694 | $1,478,692 | |
| 8 | OTIS |
Otis Worldwide Corp
|
7,537 | $580,951 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,478,692 | 1,694 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $878,398 | 1,344 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $841,798 | 1,369 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $724,406 | 1,369 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $417,317 | 1,367 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $471,027 | 1,432 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $370,995 | 1,455 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $249,547 | 1,455 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||