Position in GEV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$451,289
New position
Shares Held
517
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 20261900 WEALTH MANAGEMENT LLC holds $7,022,033 across 7 Specialty Industrial Machinery names. GEV ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
18,272 | $4,761,317 | |
| 2 | CMI |
Cummins Inc
|
919 | $494,440 | |
| 3 | GEV |
GE Vernova Inc.
This page
|
517 | $451,289 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,219 | $437,474 | |
| 5 | FELE |
Franklin Electric Co Inc
|
3,506 | $323,148 | |
| 6 | EMR |
Emerson Electric Co
|
2,363 | $309,600 | |
| 7 | DCI |
DONALDSON Co INC
|
2,884 | $244,765 |
All Filings in GEV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $451,289 | 517 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||