Position in GEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$93,169,854
+$28,935,034 QoQ
Shares Held
106,736
+8.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 73.95057050229464.ToString("F0")%
Shared 0.13388909940634078.ToString("F0")%
None 25.91554039829902.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $771,684,564 across 32 Specialty Industrial Machinery names. GEV ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
394,782 | $353,424,637 | |
| 2 | GEV |
GE Vernova Inc.
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|
106,736 | $93,169,854 | |
| 3 | CMI |
Cummins Inc
|
149,935 | $80,668,028 | |
| 4 | ETN |
Eaton Corp plc
|
166,230 | $59,455,484 | |
| 5 | EMR |
Emerson Electric Co
|
354,800 | $46,485,896 | |
| 6 | GNRC |
Generac Holdings Inc.
|
147,895 | $28,888,330 | |
| 7 | ITW |
Illinois Tool Works Inc
|
85,364 | $22,219,395 | |
| 8 | ROK |
Rockwell Automation, Inc
|
46,060 | $16,530,012 |
All Filings in GEV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,169,854 | 106,736 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $64,234,820 | 98,283 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $61,352,262 | 99,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,287,704 | 40,230 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,720,615 | 38,393 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $11,753,984 | 35,734 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $7,364,587 | 28,883 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,571,770 | 26,656 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $374,695 | 2,740 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||