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Ge Vernova shares owned by UMA Financial Services

Quarter-by-quarter ownership of Ge Vernova (GEV) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Ge Vernova

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All positions including Ge Vernova held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ge Vernova by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 332 614.98
2025-06-30 $128k 241 529.21
2025-03-31 $68k 221 305.30
2024-12-31 $70k 214 328.93