WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

GEV holding history

GE Vernova Inc. in every 13F filed by WealthPLAN Partners, LLC, 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): 575
Value: $675.9K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of GEV by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	575	$675.9K	0.1%	+12+2.1%	Added	Holders
Q1 2026	563	$491.7K	0.1%	+68+13.7%	Added	Holders
Q4 2025	495	$323.7K	<0.1%	−671−57.5%	Reduced	Holders
Q3 2025	1,166	$717.1K	0.1%	+1,166	New	Holders