Position in GEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,261,440
+$4,810,818 QoQ
Shares Held
16,338
+13.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1.2853470437017995.ToString("F0")%
Shared 0.ToString("F0")%
None 98.7146529562982.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Allworth Financial LP holds $98,220,679 across 58 Specialty Industrial Machinery names. GEV ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
96,429 | $34,489,760 | |
| 2 | CMI |
Cummins Inc
|
31,785 | $17,100,965 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
16,338 | $14,261,440 | |
| 4 | PH |
Parker-Hannifin Corp
|
13,513 | $12,097,378 | |
| 5 | EMR |
Emerson Electric Co
|
27,061 | $3,545,532 | |
| 6 | NDSN |
Nordson Corp
|
11,378 | $3,027,230 | |
| 7 | OTIS |
Otis Worldwide Corp
|
35,987 | $2,773,877 | |
| 8 | ITW |
Illinois Tool Works Inc
|
7,559 | $1,967,532 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,261,440 | 16,338 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,450,622 | 14,460 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,180,532 | 8,425 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,677,063 | 6,949 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,697,051 | 5,559 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,870,953 | 5,688 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,044,907 | 4,098 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $744,009 | 4,338 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||