Position in GEV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$52,868
+$16,207 QoQ
Shares Held
45
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,274
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, 2026Morton Brown Family Wealth, LLC holds $141,074 across 8 Specialty Industrial Machinery names. GEV ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
45 | $52,868 | |
| 2 | EMR |
Emerson Electric Co
|
300 | $42,945 | |
| 3 | CMI |
Cummins Inc
|
34 | $24,249 | |
| 4 | OPTT |
Ocean Power Technologies, Inc.
|
58,285 | $15,154 | |
| 5 | AME |
Ametek Inc/
|
9 | $2,177 | |
| 6 | ETN |
Eaton Corp plc
|
5 | $2,130 | |
| 7 | PH |
Parker-Hannifin Corp
|
1 | $978 | |
| 8 | IR |
Ingersoll Rand Inc.
|
7 | $573 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,868 | 45 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $36,661 | 42 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $27,449 | 42 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $27,055 | 44 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,282 | 44 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,348 | 47 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $15,459 | 47 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,984 | 47 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,060 | 47 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||