Position in GEV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$878,795
+$240,706 QoQ
Shares Held
748
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,849
of 3,410 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026West Family Investments, Inc. holds $4,640,467 across 9 Specialty Industrial Machinery names. GEV ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
748 | $878,795 | |
| 2 | XYL |
Xylem Inc.
|
6,957 | $822,386 | |
| 3 | NDSN |
Nordson Corp
|
2,463 | $743,062 | |
| 4 | CR |
Crane Co
|
2,879 | $642,218 | |
| 5 | OTIS |
Otis Worldwide Corp
|
6,264 | $448,502 | |
| 6 | ETN |
Eaton Corp plc
|
853 | $363,480 | |
| 7 | ROK |
Rockwell Automation, Inc
|
608 | $301,008 | |
| 8 | PH |
Parker-Hannifin Corp
|
229 | $223,989 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,795 | 748 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $638,089 | 731 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $797,355 | 1,220 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $750,178 | 1,220 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $639,213 | 1,208 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||