B. Riley Wealth Advisors’s GE Vernova GEV Stock Holding History

B. Riley Wealth Advisors’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	$9.68M	Sell	8,776 -1,298	-13%	-$1.32M	0.52%	36
2026 Q1	$8.23M	Buy	10,074 +54	+0.5%	+$42.1K	0.52%	34
2025 Q4	$6.55M	Buy	10,020 +7,495	+297%	+$4.57M	0.3%	69
2025 Q3	$1.55M	Sell	2,525 -305	-11%	-$185K	0.07%	254
2025 Q2	$1.5M	Buy	+2,830	New	+$1.18M	0.07%	259
2024 Q4	$1.12M	Sell	3,389 -1,356	-29%	-$424K	0.04%	420
2024 Q3	$1.21M	Sell	4,745 -1,216	-20%	-$233K	0.03%	445
2024 Q2	$1.02M	Buy	+5,961	New	+$945K	0.03%	533

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

B. Riley Wealth Advisors's GEV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its GE Vernova (GEV) stake by 13% in Q2 2026, selling an estimated $1.32M and leaving 8,776 shares worth $9.68M. The position accounts for 0.52% of the portfolio, ranked #36.

B. Riley Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 1,211 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

B. Riley Wealth Advisors held 8,776 shares of GE Vernova worth $9.68M as of Q2 2026.
B. Riley Wealth Advisors sold 1,298 GE Vernova shares in Q2 2026, an estimated $1.32M.
GE Vernova made up 0.52% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #36 holding.
B. Riley Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
1,211 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.