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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by CM Wealth 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)
252
Value
$296.2K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of GEV by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026252$296.2K0.1%00.0%UnchangedHolders
Q1 2026252$220.1K<0.1%+252NewHolders