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Ge Vernova shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Ge Vernova (GEV) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Ge Vernova

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All positions including Ge Vernova held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ge Vernova by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $570k 926 615.15
2025-06-30 $486k 919 529.32
2025-03-31 $255k 834 305.34
2024-12-31 $294k 895 328.93
2024-09-30 $253k 993 254.98