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Ge Vernova shares owned by Burt Wealth Advisors

Quarter-by-quarter ownership of Ge Vernova (GEV) shares owned by Burt Wealth Advisors from 13F filings

Historical chart of Burt Wealth Advisors investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

All positions including Ge Vernova held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ge Vernova by Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 1.2k 254.98
2024-06-30 $207k 1.2k 171.51

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

Top funds holding Ge Vernova

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Bank of New York Mellon
Eagle Capital Management
Goldman Sachs Group
WCM Investment Management
Northern Trust
Evergreen Quality Fund GP

View all funds holding Ge Vernova