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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GEV overviewAll 13F holders of GEVFull Q2 2026 holdings

Shares (Q2 2026)
3,577
Value
$4.20M
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of GEV by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,577$4.20M0.1%+103+3.0%AddedHolders
Q1 20263,474$3.03M<0.1%+28+0.8%AddedHolders
Q4 20253,446$2.25M<0.1%00.0%UnchangedHolders
Q3 20253,446$2.12M<0.1%−121−3.4%ReducedHolders
Q2 20253,567$1.89M<0.1%+668+23.0%AddedHolders
Q1 20252,899$885.0K<0.1%+30+1.0%AddedHolders
Q4 20242,869$943.7K<0.1%+10.0%AddedHolders
Q3 20242,868$731.3K<0.1%+218+8.2%AddedHolders
Q2 20242,650$454.5K<0.1%+2,650NewHolders