Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,860,007
+$1,958,675 QoQ
Shares Held
5,839
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#784
of 3,417 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, 2026Western Wealth Management, LLC holds $21,770,124 across 10 Specialty Industrial Machinery names. GEV ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
5,839 | $6,860,007 | |
| 2 | ETN |
Eaton Corp plc
|
12,346 | $5,260,877 | |
| 3 | PH |
Parker-Hannifin Corp
|
3,446 | $3,370,601 | |
| 4 | CMI |
Cummins Inc
|
2,749 | $1,960,613 | |
| 5 | ROK |
Rockwell Automation, Inc
|
2,377 | $1,176,805 | |
| 6 | EMR |
Emerson Electric Co
|
7,131 | $1,020,802 | |
| 7 | OTIS |
Otis Worldwide Corp
|
11,462 | $820,679 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,974 | $804,377 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,860,007 | 5,839 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||