SEC 13F Intelligence

Geneva Capital Management LLC / AAON

Geneva Capital Management LLC’s Aaon Inc Position

Does Geneva Capital Management LLC own Aaon Inc (AAON)? Yes1.72M shares worth $142M (+3.03% of its 13F portfolio) as of Q1 2026, down from 1.85M shares the prior filed quarter.

Position Value
$142M
Q1 2026
Shares
1.72M
% of Portfolio
+3.03%
Quarters Held
25
currently held

Position History AAON

Reported value by quarter
Q1 ’20: $46MQ1 ’20Q2 ’20: $53MQ3 ’20: $60MQ4 ’20: $68MQ1 ’21: $71MQ1 ’21Q2 ’21: $62MQ3 ’21: $65MQ4 ’21: $77MQ1 ’22: $60MQ1 ’22Q2 ’22: $59MQ3 ’22: $60MQ4 ’22: $84MQ1 ’23: $109MQ1 ’23Q2 ’23: $107MQ3 ’23: $96MQ4 ’23: $126MQ1 ’24: $147MQ1 ’24Q2 ’24: $146MQ3 ’24: $183MQ4 ’24: $197MQ1 ’25: $148MQ1 ’25Q2 ’25: $150MQ3 ’25: $189MQ4 ’25: $141MQ1 ’26: $142MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.72M$142M+3.03%
Q4 20251.85M$141M+2.65%
Q3 20252.02M$189M+3.24%
Q2 20252.04M$150M+2.52%
Q1 20251.90M$148M+2.77%
Q4 20241.68M$197M+3.43%
Q3 20241.70M$183M+3.06%
Q2 20241.67M$146M+2.66%
Q1 20241.67M$147M+2.59%
Q4 20231.70M$126M+2.38%
Q3 20231.69M$96M+2.02%
Q2 20231.13M$107M+2.11%
Q1 20231.13M$109M+2.23%
Q4 20221.11M$84M+1.88%
Q3 20221.11M$60M+1.39%
Q2 20221.07M$59M+1.35%
Q1 20221.07M$60M+1.16%
Q4 2021969.9K$77M+1.24%
Q3 2021991.0K$65M+1.10%
Q2 2021995.0K$62M+1.01%
Q1 20211.01M$71M+1.20%
Q4 20201.03M$68M+1.16%
Q3 20201.00M$60M+1.24%
Q2 2020977.6K$53M+1.15%
Q1 2020947.6K$46M+1.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Geneva Capital Management LLC’s full portfolio or all institutional holders of AAON.