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Annex Advisory Services’s GE Vernova GEV Stock Holding History

Annex 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
Q2 		$1.41M Buy
1,199
+150
+14% +$153K 0.02% 180
2026
Q1 		$915K Sell
1,049
-108
-9% -$84.3K 0.02% 196
2025
Q4 		$756K Buy
1,157
+231
+25% +$141K 0.01% 203
2025
Q3 		$570K Buy
926
+7
+0.8% +$4.24K 0.01% 205
2025
Q2 		$486K Buy
919
+85
+10% +$35.4K 0.01% 221
2025
Q1 		$255K Sell
834
-61
-7% -$21.3K 0.01% 262
2024
Q4 		$294K Sell
895
-98
-10% -$30.6K 0.01% 254
2024
Q3 		$253K Buy
+993
New +$191K 0.01% 248

Other funds holding GEV

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Annex Advisory Services's GEV Position: Q2 2026 in Review

Annex Advisory Services increased its GE Vernova (GEV) stake by 14% in Q2 2026, buying an estimated $153K and bringing the position to 1,199 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #180.

Annex Advisory Services first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 705 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Annex Advisory Services held 1,199 shares of GE Vernova worth $1.41M as of Q2 2026.
  • Annex Advisory Services bought 150 GE Vernova shares in Q2 2026, an estimated $153K.
  • GE Vernova made up 0.02% of Annex Advisory Services's portfolio in Q2 2026, its #180 holding.
  • Annex Advisory Services first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 705 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.