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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Valued 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)
78
Value
$91.7K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of GEV by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202678$91.7K<0.1%+2+2.6%AddedHolders
Q1 202676$66.4K<0.1%+24+46.2%AddedHolders
Q4 202552$34.0K<0.1%+40+333.3%AddedHolders
Q3 202512$7.38K<0.1%00.0%UnchangedHolders
Q2 202512$6.35K<0.1%00.0%UnchangedHolders
Q1 202512$3.66K<0.1%00.0%UnchangedHolders
Q4 202412$3.95K<0.1%−57−82.6%ReducedHolders
Q3 202469$17.6K<0.1%+3+4.5%AddedHolders
Q2 202466$11.3K<0.1%+66NewHolders