Position in GEV
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$4,901,332
+$1,882,493 QoQ
Shares Held
5,615
+21.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Western Wealth Management, LLC holds $17,850,802 across 26 Specialty Industrial Machinery names. GEV ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
5,615 | $4,901,332 | |
| 2 | ETN |
Eaton Corp plc
|
11,675 | $4,175,797 | |
| 3 | PH |
Parker-Hannifin Corp
|
3,379 | $3,025,015 | |
| 4 | CMI |
Cummins Inc
|
2,704 | $1,454,805 | |
| 5 | EMR |
Emerson Electric Co
|
7,673 | $1,005,316 | |
| 6 | OTIS |
Otis Worldwide Corp
|
12,471 | $961,264 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,373 | $851,622 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,043 | $531,772 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,901,332 | 5,615 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $3,018,839 | 4,619 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,808,248 | 4,567 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,075,326 | 3,922 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,099,923 | 3,603 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $937,121 | 2,849 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $694,565 | 2,724 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $512,814 | 2,990 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||