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Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

GEV holding history

GE Vernova Inc. in every 13F filed by Burt Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
1,217
Value
$748.3K
% of portfolio
0.2%
Quarters held
6
Since Q2 2024
Holdings of GEV by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,217$748.3K0.2%00.0%UnchangedHolders
Q2 20251,217$644.0K0.1%−5−0.4%ReducedHolders
Q1 20251,222$373.1K0.1%+2+0.2%AddedHolders
Q4 20241,220$401.3K0.1%+16+1.3%AddedHolders
Q3 20241,204$307.0K0.1%00.0%UnchangedHolders
Q2 20241,204$206.5K0.1%+1,204NewHolders