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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by CWM Advisors, 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)
13,923
Value
$16.4M
% of portfolio
0.7%
Quarters held
3
Since Q2 2025
Holdings of GEV by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,923$16.4M0.7%+13,923NewHolders
Q4 20250$00.0%−7,316−100.0%Sold outHolders
Q3 20257,316$4.50M0.4%+1,781+32.2%AddedHolders
Q2 20255,535$2.93M0.3%+5,535NewHolders