Position in GEV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$352,458
+$260,804 QoQ
Shares Held
300
+185.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#970
of 1,333 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, 2026Private Wealth Management Group, LLC holds $931,745 across 27 Specialty Industrial Machinery names. GEV ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
300 | $352,458 | |
| 2 | ETN |
Eaton Corp plc
|
474 | $201,980 | |
| 3 | CMI |
Cummins Inc
|
141 | $100,562 | |
| 4 | PH |
Parker-Hannifin Corp
|
72 | $70,424 | |
| 5 | EMR |
Emerson Electric Co
|
283 | $40,511 | |
| 6 | WTS |
Watts Water Technologies Inc
|
52 | $20,355 | |
| 7 | DCI |
DONALDSON Co INC
|
179 | $16,068 | |
| 8 | ITW |
Illinois Tool Works Inc
|
58 | $15,687 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,458 | 300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $91,654 | 105 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $64,049 | 98 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $60,260 | 98 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $51,856 | 98 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $29,917 | 98 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $32,235 | 98 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $24,988 | 98 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $16,807 | 98 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||