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.
| 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 |
| 2024 Q4 | REDUCED | 71,491 | -1,051 | -1.4% | 1.60% | $23.5M | $327.96 |
| 2024 Q3 | ADDED | 72,542 | +1,726 | +2.4% | 1.27% | $18.5M | $254.04 |
| 2024 Q2 | INITIATED | 70,816 | — | — | 0.90% | $12.1M | — |
As of 2025 Q4 — sorted by position size