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Ge Vernova shares owned by Walled Lake Planning & Wealth Management

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

Historical chart of Walled Lake Planning & Wealth Management investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ge Vernova by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 244 874.41

More positions owned by Walled Lake Planning & Wealth Management

Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
WisdomTree US Multifactor Us Multifactor (USMF)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Fidelity Enhanced Mid Cap Enhanced Mid (FMDE)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Apple (AAPL)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Altria (MO)
Gilead Sciences (GILD)
Lockheed Martin Corporation (LMT)

View all positions for Walled Lake Planning & Wealth Management

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