Position in GEV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,105,434
-$257,875 QoQ
Shares Held
2,412
-33.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
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, 2026Richard Bernstein Advisors LLC holds $9,905,999 across 8 Specialty Industrial Machinery names. GEV ranks #1 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,412 | $2,105,434 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,507 | $1,349,126 | |
| 3 | CMI |
Cummins Inc
|
2,380 | $1,280,487 | |
| 4 | EMR |
Emerson Electric Co
|
9,355 | $1,225,692 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,369 | $1,137,207 | |
| 6 | CSW |
Csw Industrials, Inc.
|
3,838 | $1,000,106 | |
| 7 | OTIS |
Otis Worldwide Corp
|
12,442 | $959,029 | |
| 8 | MWA |
Mueller Water Products, Inc.
|
30,881 | $848,918 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,105,434 | 2,412 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,363,309 | 3,616 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,499,568 | 4,065 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,385,595 | 8,288 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,796,670 | 9,161 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,137,005 | 9,537 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,431,744 | 9,537 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,635,690 | 9,537 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||