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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
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 Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Ge Vernova

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Bank of New York Mellon
Eagle Capital Management
Goldman Sachs Group
WCM Investment Management
Northern Trust
Evergreen Quality Fund GP

View all funds holding Ge Vernova