HERITAGE INVESTORS MANAGEMENT CORP

Position in GEV — GE Vernova Inc.

CIK 937589 BETHESDA, MD

Position in GEV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,054,053

+$1,556,000 QoQ

Shares Held

5,153

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#833

of 3,411 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $12,999,737 across 6 Specialty Industrial Machinery names. GEV ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	5,153	$6,054,053
2	GHM	Graham Corp	33,701	$4,171,846
3	OTIS	Otis Worldwide Corp	21,791	$1,560,235
4	PKOH	Park Ohio Holdings Corp	15,580	$599,051
5	ETN	Eaton Corp plc	900	$383,508
6	EMR	Emerson Electric Co	1,614	$231,044

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,054,053	5,153	0.0%	Shares	Sole	2026-08-04
2026-03-31	$4,498,053	5,153	-1.3%	Shares	Sole	2026-04-24
2025-12-31	$3,413,596	5,223	-0.8%	Shares	Sole	2026-02-06
2025-09-30	$3,238,063	5,266	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$2,799,732	5,291	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,615,236	5,291	-2.3%	Shares	Sole	2025-05-05
2024-12-31	$1,781,813	5,417	-1.9%	Shares	Sole	2025-02-05
2024-09-30	$1,408,254	5,523	-1.1%	Shares	Sole	2024-10-30
2024-06-30	$957,540	5,583	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.