Position in GEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,919,332
+$1,249,131 QoQ
Shares Held
3,336
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#985
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $202,631,288 across 23 Specialty Industrial Machinery names. GEV ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
271,017 | $115,485,764 | |
| 2 | ITW |
Illinois Tool Works Inc
|
191,148 | $51,699,799 | |
| 3 | EMR |
Emerson Electric Co
|
91,343 | $13,075,750 | |
| 4 | ROK |
Rockwell Automation, Inc
|
23,746 | $11,756,169 | |
| 5 | GEV |
GE Vernova Inc.
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|
3,336 | $3,919,332 | |
| 6 | PH |
Parker-Hannifin Corp
|
2,868 | $2,805,248 | |
| 7 | DOV |
DOVER Corp
|
5,186 | $1,163,116 | |
| 8 | IEX |
Idex Corp /De/
|
4,579 | $1,039,204 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,919,332 | 3,336 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,670,201 | 3,059 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,996,656 | 3,055 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,004,574 | 3,260 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,682,697 | 3,180 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $963,463 | 3,156 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,025,274 | 3,117 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $794,007 | 3,114 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $528,250 | 3,080 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||