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Ge Vernova shares owned by Up Strategic Wealth Investment Advisors

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

Historical chart of Up Strategic Wealth Investment Advisors investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ge Vernova by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 197 1045.63

More positions owned by Up Strategic Wealth Investment Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Ge Vernova

Vanguard Group
BlackRock
FMR
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