Ballentine Partners’s GE Vernova GEV Stock Holding History

Ballentine 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	$5.81M	Buy	4,949 +527	+12%	+$538K	0.07%	96
2026 Q1	$3.86M	Buy	4,422 +105	+2%	+$81.9K	0.05%	117
2025 Q4	$2.82M	Sell	4,317 -19	-0.4%	-$11.6K	0.04%	151
2025 Q3	$2.67M	Sell	4,336 -358	-8%	-$217K	0.04%	160
2025 Q2	$2.48M	Sell	4,694 -435	-8%	-$181K	0.04%	164
2025 Q1	$1.57M	Buy	5,129 +39	+0.8%	+$13.6K	0.03%	216
2024 Q4	$1.67M	Buy	5,090 +152	+3%	+$47.5K	0.03%	206
2024 Q3	$1.26M	Buy	4,938 +877	+22%	+$168K	0.02%	238
2024 Q2	$697K	Buy	+4,061	New	+$644K	0.01%	341

Other funds holding GEV

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

CAM

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

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners's GEV Position: Q2 2026 in Review

Ballentine Partners increased its GE Vernova (GEV) stake by 12% in Q2 2026, buying an estimated $538K and bringing the position to 4,949 shares worth $5.81M. The position accounts for 0.07% of the portfolio, ranked #96.

Ballentine Partners first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 618 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Ballentine Partners held 4,949 shares of GE Vernova worth $5.81M as of Q2 2026.
Ballentine Partners bought 527 GE Vernova shares in Q2 2026, an estimated $538K.
GE Vernova made up 0.07% of Ballentine Partners's portfolio in Q2 2026, its #96 holding.
Ballentine Partners first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
618 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.