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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Advisor OS, 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)
1,391
Value
$1.63M
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of GEV by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,391$1.63M0.1%−263−15.9%ReducedHolders
Q1 20261,654$1.44M0.1%+331+25.0%AddedHolders
Q4 20251,323$864.6K0.1%−92−6.5%ReducedHolders
Q3 20251,415$869.9K0.1%+348+32.6%AddedHolders
Q2 20251,067$564.4K0.1%−104−8.9%ReducedHolders
Q1 20251,171$357.6K<0.1%−191−14.0%ReducedHolders
Q4 20241,362$448.0K0.1%+288+26.8%AddedHolders
Q3 20241,074$273.8K<0.1%+1,074NewHolders