Position in GEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,191,308
+$320,154 QoQ
Shares Held
1,014
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,635
of 3,410 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, 2026Waldron Private Wealth LLC holds $7,122,175 across 7 Specialty Industrial Machinery names. GEV ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
7,482 | $1,810,195 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
1,014 | $1,191,308 | |
| 3 | ITW |
Illinois Tool Works Inc
|
4,074 | $1,101,894 | |
| 4 | EMR |
Emerson Electric Co
|
6,841 | $979,289 | |
| 5 | ETN |
Eaton Corp plc
|
2,267 | $966,014 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,278 | $632,712 | |
| 7 | CMI |
Cummins Inc
|
618 | $440,763 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,308 | 1,014 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $871,154 | 998 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $613,048 | 938 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $573,086 | 932 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $435,490 | 823 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $254,298 | 833 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $617,400 | 1,877 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $462,532 | 1,814 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $308,889 | 1,801 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||