Quantum Financial Advisors, LLC

SEC CIK: 0001929139
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

GEV holding history

GE Vernova Inc. in every 13F filed by Quantum Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GEV overview All 13F holders of GEV Full Q2 2026 holdings

Shares (Q2 2026): 302
Value: $354.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of GEV by Quantum Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	302	$354.8K	<0.1%	−26−7.9%	Reduced	Holders
Q1 2026	328	$286.3K	<0.1%	+328	New	Holders
Q4 2025	0	$0	0.0%	−373−100.0%	Sold out	Holders
Q3 2025	373	$229.4K	<0.1%	+373	New	Holders