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Ge Vernova shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ge Vernova by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $216k 218 990.19

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Ishares Tr Core Div Grwth (DGRO)
Invesco Actively Managed Exc Total Return (GTO)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Vanguard Wellington Us Multifactor (VFMF)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)

View all positions for Rooted 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