Position in GEV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$313,687
+$180,134 QoQ
Shares Held
267
+74.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,724
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, 2026West Branch Capital LLC holds $778,887 across 9 Specialty Industrial Machinery names. GEV ranks #1 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
267 | $313,687 | |
| 2 | ETN |
Eaton Corp plc
|
553 | $235,644 | |
| 3 | EMR |
Emerson Electric Co
|
696 | $99,632 | |
| 4 | ROK |
Rockwell Automation, Inc
|
91 | $45,052 | |
| 5 | PH |
Parker-Hannifin Corp
|
40 | $39,124 | |
| 6 | NDSN |
Nordson Corp
|
55 | $16,592 | |
| 7 | OTIS |
Otis Worldwide Corp
|
192 | $13,747 | |
| 8 | XYL |
Xylem Inc.
|
100 | $11,821 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,687 | 267 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $133,553 | 153 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $96,728 | 148 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $91,005 | 148 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $51,856 | 98 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $23,811 | 78 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $25,656 | 78 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,143 | 79 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $13,206 | 77 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||