Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

GEV holding history

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

GEV overview All 13F holders of GEV Full Q2 2026 holdings

Shares (Q2 2026): 359
Value: $421.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of GEV by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	359	$421.8K	<0.1%	+46+14.7%	Added	Holders
Q1 2026	313	$273.2K	<0.1%	+5+1.6%	Added	Holders
Q4 2025	308	$201.3K	<0.1%	+308	New	Holders