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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2026
Kennedy Investment Group
New Jersey
$209K +$164K +394 New
SMF
2027
Scott Marsh Financial
Utah
$208K +$164K +394 New
MCP
2028
Mirador Capital Partners
California
$208K +$164K +394 New
PWM
2029
PTM Wealth Management
United States
$208K +$168K +403 New
LAM
2030
Lewis Asset Management
California
$208K +$164K +393 New
CPIA
2031
Cornell Pochily Investment Advisors
New York
$207K +$163K +392 New
LPAM
2032
Lodestar Private Asset Management
California
$207K +$163K +392 New
MAM
2033
Marotta Asset Management
Virginia
$207K +$163K +392 New
PAM
2034
Palisade Asset Management
Minnesota
$207K +$163K +392 New
LIM
2035
Lathrop Investment Management
Arkansas
$207K +$163K +392 New
IA
2036
Integrity Alliance
Iowa
$207K +$163K +391 New
EFG
2037
Ethos Financial Group
Pennsylvania
$207K +$163K +391 New
WG
2038
Welch Group
Alabama
$206K +$162K +390 New
TPWA
2039
TRUE Private Wealth Advisors
Oregon
$206K +$162K +390 New
FMI
2040
F/M Investments
District of Columbia
$206K +$162K +390 New
WIM
2041
Warwick Investment Management
Texas
$206K +$162K +390 New
AWM
2042
Ameliora Wealth Management
Switzerland
$206K – – –
SP
2043
Symmetry Partners
Connecticut
$206K +$162K +389 New
LWM
2044
Liberty Wealth Management
California
$206K +$162K +389 New
UAG
2045
United Advisor Group
Ohio
$206K +$162K +389 New
NFC
2046
Northeast Financial Consultants
Connecticut
$204K +$161K +386 New
LAM
2047
Lingohr Asset Management
Germany
$204K -$3.62M -8,685 -96%
CWM
2048
Cahaba Wealth Management
Georgia
$203K +$160K +384 New
WSWA
2049
Warren Street Wealth Advisors
California
$203K +$160K +384 New
FOA
2050
Five Oceans Advisors
California
$203K +$159K +383 New
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