Position in PH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,076,910
+$3,518 QoQ
Shares Held
1,101
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#989
of 1,972 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 2%
Shared 4%
None 94%
Common Shares in PH 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. PH ranks #4 (11.9% 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
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|
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 PH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,910 | 1,101 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,073,392 | 1,199 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,423,036 | 1,619 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,235,784 | 1,630 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,373,890 | 1,967 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,046,717 | 1,722 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,435,519 | 2,257 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,754,564 | 2,777 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,213,438 | 2,399 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,238,300 | 2,228 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $855,980 | 1,858 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $29,214 | 75 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $20,672 | 53 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $18,149 | 54 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $16,296 | 56 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $15,507 | 64 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $16,977 | 69 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $25,537 | 90 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $31,175 | 98 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $20,412 | 73 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $68,792 | 224 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||