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Apella Capital’s GE Vernova GEV Stock Holding History

Apella Capital’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 		$2.01M Buy
1,870
+118
+7% +$120K 0.03% 260
2026
Q1 		$1.76M Buy
1,752
+598
+52% +$467K 0.03% 276
2025
Q4 		$754K Buy
1,154
+48
+4% +$29.2K 0.01% 303
2025
Q3 		$666K Buy
1,106
+25
+2% +$15.1K 0.01% 294
2025
Q2 		$573K Hold
1,081
– – 0.02% 283
2025
Q1 		$353K Buy
1,081
+320
+42% +$112K 0.01% 286
2024
Q4 		$250K Sell
761
-94
-11% -$29.4K 0.01% 305
2024
Q3 		$216K Buy
+855
New +$164K 0.01% 310

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Apella Capital's GEV Position: Q2 2026 in Review

Apella Capital increased its GE Vernova (GEV) stake by 6.7% in Q2 2026, buying an estimated $120K and bringing the position to 1,870 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #260.

Apella Capital first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 1,945 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Apella Capital held 1,870 shares of GE Vernova worth $2.01M as of Q2 2026.
  • Apella Capital bought 118 GE Vernova shares in Q2 2026, an estimated $120K.
  • GE Vernova made up 0.03% of Apella Capital's portfolio in Q2 2026, its #260 holding.
  • Apella Capital first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 1,945 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.