Position in GEV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,196,007
+$417,381 QoQ
Shares Held
1,018
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,627
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $9,023,659 across 12 Specialty Industrial Machinery names. GEV ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,539 | $2,524,050 | |
| 2 | ETN |
Eaton Corp plc
|
3,172 | $1,351,652 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
1,018 | $1,196,007 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,101 | $1,076,910 | |
| 5 | EMR |
Emerson Electric Co
|
5,176 | $740,944 | |
| 6 | AME |
Ametek Inc/
|
1,915 | $463,315 | |
| 7 | XYL |
Xylem Inc.
|
3,406 | $402,623 | |
| 8 | IR |
Ingersoll Rand Inc.
|
4,369 | $358,214 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,007 | 1,018 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $778,626 | 892 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $674,484 | 1,032 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $514,056 | 836 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $473,059 | 894 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $223,158 | 731 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $805,220 | 2,448 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $509,959 | 2,000 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $355,539 | 2,073 | Shares | Other | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||