Position in GEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,761,512
+$2,137,232 QoQ
Shares Held
4,904
+18.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#850
of 3,398 holders
Holding Since
Jun 2025
5 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, 2026Heritage Trust Co holds $15,773,969 across 7 Specialty Industrial Machinery names. GEV ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
4,904 | $5,761,512 | |
| 2 | ITW |
Illinois Tool Works Inc
|
16,563 | $4,479,794 | |
| 3 | ETN |
Eaton Corp plc
|
5,318 | $2,266,105 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,356 | $1,661,488 | |
| 5 | EMR |
Emerson Electric Co
|
5,188 | $742,661 | |
| 6 | CMI |
Cummins Inc
|
732 | $522,069 | |
| 7 | IR |
Ingersoll Rand Inc.
|
4,151 | $340,340 |
All Filings in GEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,761,512 | 4,904 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,624,280 | 4,152 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,954,827 | 2,991 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,533,560 | 2,494 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $666,199 | 1,259 | Shares | Other | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||