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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Segment 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)
59,538
Value
$69.9M
% of portfolio
3.6%
Quarters held
9
Since Q2 2024
Holdings of GEV by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,538$69.9M3.6%−1,711−2.8%ReducedHolders
Q1 202661,249$53.5M3.1%−4,141−6.3%ReducedHolders
Q4 202565,390$42.7M2.5%−1,418−2.1%ReducedHolders
Q3 202566,808$41.1M2.5%−915−1.4%ReducedHolders
Q2 202567,723$35.8M2.3%−2,299−3.3%ReducedHolders
Q1 202570,022$21.4M1.4%−1,469−2.1%ReducedHolders
Q4 202471,491$23.5M1.6%−1,051−1.4%ReducedHolders
Q3 202472,542$18.5M1.3%+1,726+2.4%AddedHolders
Q2 202470,816$12.1M0.9%+70,816NewHolders