Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,980,037
+$1,090,052 QoQ
Shares Held
5,090
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#835
of 3,398 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $27,473,466 across 30 Specialty Industrial Machinery names. GEV ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
5,090 | $5,980,037 | |
| 2 | CMI |
Cummins Inc
|
6,777 | $4,833,424 | |
| 3 | EMR |
Emerson Electric Co
|
30,838 | $4,414,459 | |
| 4 | ETN |
Eaton Corp plc
|
8,306 | $3,539,352 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,899 | $2,835,569 | |
| 6 | NDSN |
Nordson Corp
|
5,617 | $1,694,592 | |
| 7 | AME |
Ametek Inc/
|
3,078 | $744,691 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,310 | $648,554 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,980,037 | 5,090 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,889,985 | 5,602 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,642,999 | 5,574 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $5,127,036 | 8,338 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,913,251 | 11,175 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,913,897 | 9,545 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,239,737 | 3,769 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $188,685 | 740 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $116,626 | 680 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||