Superior Planning, LLC’s GE Vernova GEV Stock Holding History

Superior Planning, LLC’s Portfolio GEV Stock Details GEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$259K	Buy	+273	New	+$271K	0.11%	142

Other funds holding GEV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's GEV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in GE Vernova (GEV) in Q3 2026: 273 shares worth $259K. The stake represents 0.11% of the portfolio and ranks #142 among its holdings.

2,501 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Superior Planning, LLC held 273 shares of GE Vernova worth $259K as of Q3 2026.
GE Vernova was a new Superior Planning, LLC position in Q3 2026.
GE Vernova made up 0.11% of Superior Planning, LLC's portfolio in Q3 2026, its #142 holding.
2,501 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.