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Ge Vernova shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ge Vernova by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $246k 282 872.90
2025-09-30 $89k 145 614.90

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Tax-exempt Bond Etf Etf (VTEB)

View all positions for Heartwood Wealth Advisors

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