Position in GEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,610,538
+$604,614 QoQ
Shares Held
2,222
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,162
of 3,410 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026First Western Trust Bank holds $8,251,816 across 8 Specialty Industrial Machinery names. GEV ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,222 | $2,610,538 | |
| 2 | EMR |
Emerson Electric Co
|
17,390 | $2,489,378 | |
| 3 | ETN |
Eaton Corp plc
|
2,727 | $1,162,028 | |
| 4 | PH |
Parker-Hannifin Corp
|
791 | $773,692 | |
| 5 | NDSN |
Nordson Corp
|
1,161 | $350,262 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,187 | $321,047 | |
| 7 | OTIS |
Otis Worldwide Corp
|
3,826 | $273,941 | |
| 8 | DOV |
DOVER Corp
|
1,208 | $270,930 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,610,538 | 2,222 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,005,924 | 2,298 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,541,771 | 2,359 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,546,473 | 2,515 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,518,660 | 2,870 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $755,568 | 2,475 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $813,443 | 2,473 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $636,940 | 2,498 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $443,867 | 2,588 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||