Position in GEV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$13,473,294
+$5,591,881 QoQ
Shares Held
11,468
+27.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#554
of 3,410 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $88,613,816 across 18 Specialty Industrial Machinery names. GEV ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
364,612 | $43,100,784 | |
| 2 | GEV |
GE Vernova Inc.
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|
11,468 | $13,473,294 | |
| 3 | ETN |
Eaton Corp plc
|
16,074 | $6,849,452 | |
| 4 | EMR |
Emerson Electric Co
|
47,364 | $6,780,156 | |
| 5 | PH |
Parker-Hannifin Corp
|
6,609 | $6,464,394 | |
| 6 | CMI |
Cummins Inc
|
3,208 | $2,287,977 | |
| 7 | AME |
Ametek Inc/
|
8,691 | $2,102,700 | |
| 8 | IR |
Ingersoll Rand Inc.
|
17,896 | $1,467,293 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,473,294 | 11,468 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $7,881,413 | 9,029 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $2,844,989 | 4,353 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $2,355,681 | 3,831 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,962,617 | 3,709 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $1,014,140 | 3,322 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $788,444 | 2,397 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $628,524 | 2,465 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $448,327 | 2,614 | Shares | Other | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||