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Ge Vernova shares owned by Summit Wealth & Retirement Planning

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

Historical chart of Summit Wealth & Retirement Planning investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ge Vernova by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 171 1174.86

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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)
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Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Intl Small Cap V (DISV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Ge Vernova

BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Susquehanna International
Capital World Investors
Jane Street
Fisher Investments
Norges Bank Investment Management
Goldman Sachs Group
Northern Trust

View all funds holding Ge Vernova