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Ge Vernova shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Ge Vernova (GEV) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Ge Vernova

Tip: Access up to 7 years of quarterly data

All positions including Ge Vernova held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ge Vernova by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $609k 990 615.08
2025-06-30 $512k 968 529.16
2025-03-31 $309k 1.0k 305.28
2024-12-31 $331k 1.0k 328.93
2024-09-30 $244k 958 254.98

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Ge Vernova

Vanguard Group
FMR
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Capital Research and Management Company - Division 3
Susquehanna International
Coatue Management
Jane Street
Northern Trust
Goldman Sachs Group
Invesco
Bank of New York Mellon

View all funds holding Ge Vernova