BigSur Wealth Management
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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
Q3 		$6.83M Buy
7,186
+903
+14% +$895K 1.61% 16
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

BigSur Wealth Management increased its GE Vernova (GEV) stake by 14% in Q3 2026, buying an estimated $895K and bringing the position to 7,186 shares worth $6.83M. The position accounts for 1.61% of the portfolio, ranked #16.

BigSur Wealth Management first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.38M in Q2 2026. 2,585 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • BigSur Wealth Management held 7,186 shares of GE Vernova worth $6.83M as of Q3 2026.
  • BigSur Wealth Management bought 903 GE Vernova shares in Q3 2026, an estimated $895K.
  • GE Vernova made up 1.61% of BigSur Wealth Management's portfolio in Q3 2026, its #16 holding.
  • BigSur Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
  • BigSur Wealth Management's GE Vernova position peaked at $7.38M in Q2 2026.
  • 2,585 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

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