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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Wealth Effects 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)
1,780
Value
$2.09M
% of portfolio
0.6%
Quarters held
6
Since Q1 2025
Holdings of GEV by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,780$2.09M0.6%+78+4.6%AddedHolders
Q1 20261,702$1.49M0.5%+69+4.2%AddedHolders
Q4 20251,633$1.07M0.3%−51−3.0%ReducedHolders
Q3 20251,684$1.04M0.3%+10+0.6%AddedHolders
Q2 20251,674$885.8K0.3%+537+47.2%AddedHolders
Q1 20251,137$347.1K0.1%+1,137NewHolders