Position in GEV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,644,803
+$701,199 QoQ
Shares Held
1,400
+29.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,423
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $17,139,339 across 16 Specialty Industrial Machinery names. GEV ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
6,330 | $4,514,619 | |
| 2 | EMR |
Emerson Electric Co
|
28,347 | $4,057,873 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,982 | $2,916,753 | |
| 4 | GEV |
GE Vernova Inc.
This page
|
1,400 | $1,644,803 | |
| 5 | ITW |
Illinois Tool Works Inc
|
5,895 | $1,594,420 | |
| 6 | DOV |
DOVER Corp
|
4,173 | $935,920 | |
| 7 | ETN |
Eaton Corp plc
|
1,467 | $625,118 | |
| 8 | ROK |
Rockwell Automation, Inc
|
917 | $453,988 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,644,803 | 1,400 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $943,604 | 1,081 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $706,509 | 1,081 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $664,706 | 1,081 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $599,526 | 1,133 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $345,882 | 1,133 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $372,677 | 1,133 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $288,891 | 1,133 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $205,125 | 1,196 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||