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Ge Vernova shares owned by Caldwell Trust

Quarter-by-quarter ownership of Ge Vernova (GEV) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Ge Vernova

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All positions including Ge Vernova held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ge Vernova by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $944k 1.1k 872.90
2025-12-31 $707k 1.1k 653.57
2025-09-30 $665k 1.1k 614.90

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Amazon (AMZN)
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Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
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Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Ge Vernova

Vanguard Group
FMR
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Capital World Investors
Susquehanna International
Jane Street
Northern Trust
Bank of America Corporation
Coatue Management
Goldman Sachs Group

View all funds holding Ge Vernova