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Trace Wealth Advisors, LLC

SEC CIK
0002055838
Latest filing
Jul 28, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Trace 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)
174
Value
$204.4K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of GEV by Trace Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026174$204.4K0.1%+174NewHolders
Q1 20260$00.0%−487−100.0%Sold outHolders
Q4 2025487$318.3K0.2%00.0%UnchangedHolders
Q3 2025487$299.5K0.2%+487NewHolders