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Appleton Partners’s GE Vernova GEV Stock Holding History

Appleton Partners’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 		$45.1M Sell
38,422
-3,492
-8% -$3.56M 2.77% 6
2026
Q1 		$36.6M Sell
41,914
-1,346
-3% -$1.05M 2.55% 9
2025
Q4 		$28.3M Sell
43,260
-759
-2% -$462K 1.86% 10
2025
Q3 		$27.1M Sell
44,019
-3,948
-8% -$2.39M 1.82% 10
2025
Q2 		$25.4M Sell
47,967
-1,206
-2% -$502K 1.8% 10
2025
Q1 		$15M Sell
49,173
-2,530
-5% -$882K 1.16% 22
2024
Q4 		$17M Sell
51,703
-1,834
-3% -$573K 1.26% 16
2024
Q3 		$13.7M Buy
+53,537
New +$10.3M 1% 30

Other funds holding GEV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Appleton Partners's GEV Position: Q2 2026 in Review

Appleton Partners reduced its GE Vernova (GEV) stake by 8.3% in Q2 2026, selling an estimated $3.56M and leaving 38,422 shares worth $45.1M. The position accounts for 2.77% of the portfolio, ranked #6.

Appleton Partners first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 826 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Appleton Partners held 38,422 shares of GE Vernova worth $45.1M as of Q2 2026.
  • Appleton Partners sold 3,492 GE Vernova shares in Q2 2026, an estimated $3.56M.
  • GE Vernova made up 2.77% of Appleton Partners's portfolio in Q2 2026, its #6 holding.
  • Appleton Partners first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 826 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.