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Ge Vernova shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group investment in Ge Vernova

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

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Quarterly reported holdings in Ge Vernova by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $281k 430 653.57
2025-09-30 $250k 407 614.90
2025-06-30 $219k 413 530.27

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Broad Usd High (USHY)
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2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Summit Wealth Group

Top funds holding Ge Vernova

Vanguard Group
FMR
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Susquehanna International
Norges Bank Investment Management
Coatue Management
Northern Trust
Jane Street
Goldman Sachs Group
Invesco
Bank of New York Mellon
Capital World Investors

View all funds holding Ge Vernova