GEV GE VERNOVA INC

Ownership history in Segment Wealth Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Segment Wealth Management, LLC reported a position in GE VERNOVA INC (GEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.48% (2025 Q4)
Avg. % of fund
1.78%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 65,390 -1,418 -2.1% 2.48% $42.7M $652.69
2025 Q3 REDUCED 66,808 -915 -1.4% 2.46% $41.1M $613.82
2025 Q2 REDUCED 67,723 -2,299 -3.3% 2.27% $35.8M $527.99
2025 Q1 REDUCED 70,022 -1,469 -2.1% 1.45% $21.4M $304.38
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GEV price (monthly, adj. close)
← Back to Segment Wealth Management, LLC Holdings