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BCU Wealth Advisors’s GE Vernova GEV Stock Holding History

BCU 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 		$687K Buy
585
+65
+13% +$66.3K 0.23% 32
2026
Q1 		$454K Hold
520
– – 0.17% 40
2025
Q4 		$340K Hold
520
– – 0.13% 47
2025
Q3 		$320K Hold
520
– – 0.13% 49
2025
Q2 		$275K Buy
+520
New +$217K 0.12% 47

Other funds holding GEV

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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

BCU Wealth Advisors's GEV Position: Q2 2026 in Review

BCU Wealth Advisors increased its GE Vernova (GEV) stake by 13% in Q2 2026, buying an estimated $66.3K and bringing the position to 585 shares worth $687K. The position accounts for 0.23% of the portfolio, ranked #32.

BCU Wealth Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 717 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • BCU Wealth Advisors held 585 shares of GE Vernova worth $687K as of Q2 2026.
  • BCU Wealth Advisors bought 65 GE Vernova shares in Q2 2026, an estimated $66.3K.
  • GE Vernova made up 0.23% of BCU Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • BCU Wealth Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 717 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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