Position in GEV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,081,085
+$2,165,814 QoQ
Shares Held
10,283
-9.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#584
of 3,398 holders
Holding Since
Mar 2024
9 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, 2026NWAM LLC holds $33,223,971 across 10 Specialty Industrial Machinery names. GEV ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
10,283 | $12,081,085 | |
| 2 | ROK |
Rockwell Automation, Inc
|
17,510 | $8,668,850 | |
| 3 | ETN |
Eaton Corp plc
|
9,663 | $4,117,597 | |
| 4 | XYL |
Xylem Inc.
|
16,728 | $1,977,416 | |
| 5 | EMR |
Emerson Electric Co
|
11,317 | $1,620,028 | |
| 6 | CMI |
Cummins Inc
|
2,220 | $1,583,326 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,533 | $1,499,457 | |
| 8 | IR |
Ingersoll Rand Inc.
|
14,600 | $1,197,054 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,081,085 | 10,283 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,915,271 | 11,359 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,662,454 | 11,724 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,614,479 | 10,757 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $5,927,538 | 11,202 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $2,056,671 | 6,737 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,661,372 | 8,091 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,838,947 | 11,134 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,531,053 | 11,196 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||