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Ge Vernova shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ge Vernova by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $542k 2.1k 254.98
2024-06-30 $481k 2.8k 171.49

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding Ge Vernova

Vanguard Group
FMR
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
Bank of New York Mellon
Eagle Capital Management
Coatue Management
Newport Trust
Goldman Sachs Group
Northern Trust
Evergreen Quality Fund GP

View all funds holding Ge Vernova