Position in GEV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,677,505
+$629,682 QoQ
Shares Held
2,279
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,156
of 3,410 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, 2026Modera Wealth Management, LLC holds $60,920,786 across 11 Specialty Industrial Machinery names. GEV ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
190,231 | $27,231,567 | |
| 2 | DOV |
DOVER Corp
|
87,646 | $19,657,244 | |
| 3 | OTIS |
Otis Worldwide Corp
|
60,554 | $4,335,666 | |
| 4 | GEV |
GE Vernova Inc.
This page
|
2,279 | $2,677,505 | |
| 5 | ETN |
Eaton Corp plc
|
4,099 | $1,746,665 | |
| 6 | ITW |
Illinois Tool Works Inc
|
6,274 | $1,696,928 | |
| 7 | CMI |
Cummins Inc
|
2,142 | $1,527,695 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,303 | $645,089 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,677,505 | 2,279 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,047,823 | 2,346 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,566,607 | 2,397 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,453,623 | 2,364 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,405,951 | 2,657 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $828,835 | 2,715 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $915,741 | 2,784 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $729,752 | 2,862 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $458,446 | 2,673 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||