Position in GEV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,453,107
+$484,718 QoQ
Shares Held
2,088
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,178
of 3,338 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $10,122,871 across 27 Specialty Industrial Machinery names. GEV ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,331 | $3,123,885 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
2,088 | $2,453,107 | |
| 3 | CMI |
Cummins Inc
|
2,318 | $1,653,220 | |
| 4 | RRX |
Regal Rexnord Corp
|
3,308 | $787,932 | |
| 5 | EMR |
Emerson Electric Co
|
4,826 | $690,841 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,182 | $319,695 | |
| 7 | ROK |
Rockwell Automation, Inc
|
346 | $171,297 | |
| 8 | OTIS |
Otis Worldwide Corp
|
1,861 | $133,247 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,453,107 | 2,088 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,968,389 | 2,255 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,724,117 | 2,638 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,669,453 | 2,715 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,266,785 | 2,394 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $778,158 | 2,549 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $836,797 | 2,544 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $654,278 | 2,566 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $458,274 | 2,672 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||