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Ge Vernova shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ge Vernova by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 67 254.99
2024-06-30 $12k 67 171.51

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Ge Vernova

Vanguard Group
BlackRock
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
Morgan Stanley
Bank of New York Mellon
Eagle Capital Management
Goldman Sachs Group
WCM Investment Management
Northern Trust
Evergreen Quality Fund GP

View all funds holding Ge Vernova