AdviceOne Advisory Services’s GE Vernova GEV Stock Holding History

AdviceOne Advisory Services’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	$854K	Buy	898 +104	+13%	+$103K	0.51%	14
2026 Q2	$933K	Buy	794 +5	+0.6%	+$5.1K	0.53%	11
2026 Q1	$689K	Buy	789 +11	+1%	+$8.58K	0.42%	14
2025 Q4	$508K	Sell	778 -4	-0.5%	-$2.44K	0.3%	16
2025 Q3	$481K	Buy	782 +1	+0.1%	+$606	0.32%	19
2025 Q2	$413K	Hold	781	–	–	0.31%	19
2025 Q1	$238K	Buy	781 +58	+8%	+$20.2K	0.19%	26
2024 Q4	$238K	Buy	+723	New	+$226K	0.21%	27

Other funds holding GEV

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

AdviceOne Advisory Services's GEV Position: Q3 2026 in Review

AdviceOne Advisory Services increased its GE Vernova (GEV) stake by 13% in Q3 2026, buying an estimated $103K and bringing the position to 898 shares worth $854K. The position accounts for 0.51% of the portfolio, ranked #14.

AdviceOne Advisory Services first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $933K in Q2 2026. 1,025 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

AdviceOne Advisory Services held 898 shares of GE Vernova worth $854K as of Q3 2026.
AdviceOne Advisory Services bought 104 GE Vernova shares in Q3 2026, an estimated $103K.
GE Vernova made up 0.51% of AdviceOne Advisory Services's portfolio in Q3 2026, its #14 holding.
AdviceOne Advisory Services first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
AdviceOne Advisory Services's GE Vernova position peaked at $933K in Q2 2026.
1,025 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.