Baker Tilly Wealth Management’s GE Vernova GEV Stock Holding History

Baker Tilly Wealth Management’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	$514K	Sell	540 -6	-1%	-$5.95K	0.1%	166
2026 Q2	$642K	Buy	546 +13	+2%	+$13.3K	0.14%	145
2026 Q1	$465K	Sell	533 -150	-22%	-$117K	0.11%	166
2025 Q4	$446K	Buy	683 +74	+12%	+$45.1K	0.11%	173
2025 Q3	$374K	Buy	609 +8	+1%	+$4.85K	0.08%	184
2025 Q2	$318K	Buy	+601	New	+$250K	0.11%	180

Other funds holding GEV

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Baker Tilly Wealth Management's GEV Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its GE Vernova (GEV) stake by 1.1% in Q3 2026, selling an estimated $5.95K and leaving 540 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #166.

Baker Tilly Wealth Management first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $642K in Q2 2026. 134 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Baker Tilly Wealth Management held 540 shares of GE Vernova worth $514K as of Q3 2026.
Baker Tilly Wealth Management sold 6 GE Vernova shares in Q3 2026, an estimated $5.95K.
GE Vernova made up 0.1% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #166 holding.
Baker Tilly Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
Baker Tilly Wealth Management's GE Vernova position peaked at $642K in Q2 2026.
134 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.