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BigSur Wealth Management’s GE Vernova GEV Stock Holding History

BigSur 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
Q2 		$7.38M Buy
6,283
+300
+5% +$306K 1.78% 13
2026
Q1 		$5.23M Sell
5,983
-1,870
-24% -$1.46M 1.47% 18
2025
Q4 		$5.13M Hold
7,853
– – 1.25% 20
2025
Q3 		$4.83M Buy
7,853
+50
+0.6% +$30.3K 1.18% 21
2025
Q2 		$4.13M Buy
7,803
+800
+11% +$333K 1.04% 25
2025
Q1 		$2.14M Buy
7,003
+3,441
+97% +$1.2M 0.58% 46
2024
Q4 		$1.17M Buy
3,562
+500
+16% +$156K 0.34% 81
2024
Q3 		$781K Sell
3,062
-6
-0.2% -$1.15K 0.22% 93
2024
Q2 		$526K Buy
+3,068
New +$486K 0.16% 108

Other funds holding GEV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
Mirae Asset Global Investments
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BigSur Wealth Management's GEV Position: Q2 2026 in Review

BigSur Wealth Management increased its GE Vernova (GEV) stake by 5% in Q2 2026, buying an estimated $306K and bringing the position to 6,283 shares worth $7.38M. The position accounts for 1.78% of the portfolio, ranked #13.

BigSur Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 935 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • BigSur Wealth Management held 6,283 shares of GE Vernova worth $7.38M as of Q2 2026.
  • BigSur Wealth Management bought 300 GE Vernova shares in Q2 2026, an estimated $306K.
  • GE Vernova made up 1.78% of BigSur Wealth Management's portfolio in Q2 2026, its #13 holding.
  • BigSur Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 935 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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