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Wealth Group, Ltd.

SEC CIK
0002013988
Latest filing
Jul 21, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Wealth Group, Ltd., 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)
2,678
Value
$3.15M
% of portfolio
0.8%
Quarters held
5
Since Q1 2025
Holdings of GEV by Wealth Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,678$3.15M0.8%+1,133+73.3%AddedHolders
Q1 20261,545$1.35M1.3%+225+17.0%AddedHolders
Q4 20251,320$863.0K0.8%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20251,255$664.0K0.7%+376+42.8%AddedHolders
Q1 2025879$268.0K0.2%+879NewHolders