Annex Advisory Services
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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
Q3 		$1.06M Sell
1,111
-88
-7% -$87.2K 0.02% 202
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Annex Advisory Services reduced its GE Vernova (GEV) stake by 7.3% in Q3 2026, selling an estimated $87.2K and leaving 1,111 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #202.

Annex Advisory Services first reported a position in GEV in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q2 2026. 2,565 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Annex Advisory Services held 1,111 shares of GE Vernova worth $1.06M as of Q3 2026.
  • Annex Advisory Services sold 88 GE Vernova shares in Q3 2026, an estimated $87.2K.
  • GE Vernova made up 0.02% of Annex Advisory Services's portfolio in Q3 2026, its #202 holding.
  • Annex Advisory Services first reported a position in GE Vernova in Q3 2024 and has held it in 9 quarters since.
  • Annex Advisory Services's GE Vernova position peaked at $1.41M in Q2 2026.
  • 2,565 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.