Position in ITW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$255,864
+$29,672 QoQ
Shares Held
946
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,489
of 1,957 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 14%
Shared 1%
None 85%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $9,023,659 across 12 Specialty Industrial Machinery names. ITW ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,539 | $2,524,050 | |
| 2 | ETN |
Eaton Corp plc
|
3,172 | $1,351,652 | |
| 3 | GEV |
GE Vernova Inc.
|
1,018 | $1,196,007 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,101 | $1,076,910 | |
| 5 | EMR |
Emerson Electric Co
|
5,176 | $740,944 | |
| 6 | AME |
Ametek Inc/
|
1,915 | $463,315 | |
| 7 | XYL |
Xylem Inc.
|
3,406 | $402,623 | |
| 8 | IR |
Ingersoll Rand Inc.
|
4,369 | $358,214 |
All Filings in ITW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,864 | 946 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $226,192 | 869 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $204,675 | 831 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $181,481 | 734 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $193,695 | 781 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $294,383 | 1,161 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $361,656 | 1,380 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $353,307 | 1,491 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $333,534 | 1,243 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $147,210 | 562 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||