Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$545,135
+$135,745 QoQ
Shares Held
464
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,233
of 3,396 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, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $20,485,373 across 10 Specialty Industrial Machinery names. GEV ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
27,509 | $7,440,359 | |
| 2 | EMR |
Emerson Electric Co
|
24,217 | $3,466,663 | |
| 3 | XYL |
Xylem Inc.
|
26,599 | $3,144,267 | |
| 4 | AME |
Ametek Inc/
|
9,036 | $2,186,169 | |
| 5 | CMI |
Cummins Inc
|
2,839 | $2,024,803 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,256 | $621,820 | |
| 7 | GEV |
GE Vernova Inc.
This page
|
464 | $545,135 | |
| 8 | PH |
Parker-Hannifin Corp
|
400 | $391,248 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,135 | 464 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $409,390 | 469 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $311,099 | 476 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $281,624 | 458 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $242,350 | 458 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $139,818 | 458 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $150,649 | 458 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $117,035 | 459 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $104,792 | 611 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||