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Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Integris 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)
331
Value
$388.9K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of GEV by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026331$388.9K0.1%−22−6.2%ReducedHolders
Q1 2026353$308.1K0.1%00.0%UnchangedHolders
Q4 2025353$230.7K0.1%00.0%UnchangedHolders
Q3 2025353$217.1K0.1%+353NewHolders