Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,196,016
+$980,969 QoQ
Shares Held
6,125
-14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#763
of 3,397 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sendero Wealth Management, LLC holds $11,432,790 across 6 Specialty Industrial Machinery names. GEV ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
6,125 | $7,196,016 | |
| 2 | GTES |
Gates Industrial Corp Ltd.
|
43,093 | $1,205,311 | |
| 3 | MWA |
Mueller Water Products, Inc.
|
43,819 | $1,131,844 | |
| 4 | DCI |
DONALDSON Co INC
|
9,388 | $842,760 | |
| 5 | EMR |
Emerson Electric Co
|
3,701 | $529,797 | |
| 6 | CMI |
Cummins Inc
|
739 | $527,062 |
All Filings in GEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,196,016 | 6,125 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $6,215,047 | 7,120 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $5,451,427 | 8,341 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $3,758,882 | 6,113 | Shares | Other | 2025-10-08 | |
| 2025-03-31 | $1,856,712 | 6,082 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $1,934,436 | 5,881 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $2,190,788 | 8,592 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $1,025,285 | 5,978 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||