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Ge Vernova shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ge Vernova by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $602k 978 615.10
2025-06-30 $420k 793 529.31
2025-03-31 $242k 793 305.33
2024-12-31 $252k 766 328.93

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Long Term Bond (BLV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Capital Advisors Wealth Management

Top funds holding Ge Vernova

Vanguard Group
FMR
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Capital Research and Management Company - Division 3
Susquehanna International
Coatue Management
Jane Street
Northern Trust
Goldman Sachs Group
Invesco
Bank of New York Mellon

View all funds holding Ge Vernova