BankPlus Wealth Management’s GE Vernova GEV Stock Holding History

BankPlus 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	–	Sell	-216	Closed	-$254K	–	127
2026 Q2	$254K	Buy	+216	New	+$220K	0.11%	106

Other funds holding GEV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BankPlus Wealth Management's GEV Position: Q3 2026 in Review

BankPlus Wealth Management sold out of GE Vernova (GEV) in Q3 2026, closing a stake of 216 shares — an estimated $254K sold.

BankPlus Wealth Management first reported a position in GEV in Q2 2026 and held it in 1 quarter. The position peaked at $254K in Q2 2026. 2,912 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

BankPlus Wealth Management reported no remaining GE Vernova position as of Q3 2026 after selling out during the quarter.
BankPlus Wealth Management sold 216 GE Vernova shares in Q3 2026, an estimated $254K.
BankPlus Wealth Management first reported a position in GE Vernova in Q2 2026 and held it in 1 quarter.
BankPlus Wealth Management's GE Vernova position peaked at $254K in Q2 2026.
2,912 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

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