Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,202,473
+$1,170,020 QoQ
Shares Held
3,577
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#956
of 3,427 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, 2026Evercore Wealth Management, LLC holds $131,054,065 across 12 Specialty Industrial Machinery names. GEV ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
370,495 | $108,484,639 | |
| 2 | ITW |
Illinois Tool Works Inc
|
20,072 | $5,428,873 | |
| 3 | EMR |
Emerson Electric Co
|
29,880 | $4,277,321 | |
| 4 | GEV |
GE Vernova Inc.
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|
3,577 | $4,202,473 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,523 | $2,467,796 | |
| 6 | OTIS |
Otis Worldwide Corp
|
21,182 | $1,516,630 | |
| 7 | DOV |
DOVER Corp
|
6,574 | $1,474,416 | |
| 8 | ETN |
Eaton Corp plc
|
3,253 | $1,386,168 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,202,473 | 3,577 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,032,453 | 3,474 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,252,201 | 3,446 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,118,945 | 3,446 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,887,477 | 3,567 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $885,006 | 2,899 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $943,700 | 2,869 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $731,282 | 2,868 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $454,500 | 2,650 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||