Capstone Financial Advisors »

Ge Vernova shares owned by Capstone Financial Advisors

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

Historical chart of Capstone Financial Advisors investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ge Vernova by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $390k 596 653.57
2025-09-30 $363k 591 614.90
2025-06-30 $292k 551 529.15

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Ge Vernova

Vanguard Group
FMR
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Susquehanna International
Norges Bank Investment Management
Coatue Management
Northern Trust
Jane Street
Goldman Sachs Group
Invesco
Bank of New York Mellon
Capital World Investors

View all funds holding Ge Vernova