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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Vertrix Wealth Management, 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)
751
Value
$882.3K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of GEV by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026751$882.3K0.3%−196−20.7%ReducedHolders
Q1 2026947$826.6K0.3%–No prior filingHolders