Position in GEV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,325,047
+$533,857 QoQ
Shares Held
1,979
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,233
of 3,398 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, 2026Connecticut Wealth Management, LLC holds $18,299,264 across 11 Specialty Industrial Machinery names. GEV ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
94,662 | $6,777,799 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
1,979 | $2,325,047 | |
| 3 | CMI |
Cummins Inc
|
2,814 | $2,006,972 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,516 | $1,740,701 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,365 | $1,335,133 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,898 | $1,054,292 | |
| 7 | AME |
Ametek Inc/
|
4,119 | $996,550 | |
| 8 | EMR |
Emerson Electric Co
|
4,728 | $676,813 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,325,047 | 1,979 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,791,190 | 2,052 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,305,832 | 1,998 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,377,990 | 2,241 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,238,740 | 2,341 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $660,015 | 2,162 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $708,186 | 2,153 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $564,780 | 2,215 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $366,002 | 2,134 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||