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Ge Vernova shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ge Vernova by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$478k	1.9k	254.98
2024-06-30	$453k	2.6k	171.51

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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

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Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Ge Vernova

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

Goldman Sachs Group

WCM Investment Management

Evergreen Quality Fund GP

View all funds holding Ge Vernova

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