Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,328,182
+$1,563,710 QoQ
Shares Held
3,684
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#939
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $14,351,243 across 10 Specialty Industrial Machinery names. GEV ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
3,684 | $4,328,182 | |
| 2 | ETN |
Eaton Corp plc
|
8,165 | $3,479,267 | |
| 3 | CMI |
Cummins Inc
|
2,893 | $2,063,314 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,527 | $1,493,588 | |
| 5 | EMR |
Emerson Electric Co
|
5,979 | $855,891 | |
| 6 | XYL |
Xylem Inc.
|
6,585 | $778,411 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,844 | $769,215 | |
| 8 | WTS |
Watts Water Technologies Inc
|
581 | $227,430 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,328,182 | 3,684 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,764,472 | 3,167 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,833,915 | 2,806 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,613,494 | 2,624 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,299,590 | 2,456 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $700,921 | 2,296 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $567,402 | 1,725 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $339,375 | 1,331 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $225,706 | 1,316 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||