BKM Wealth Management’s GE Vernova GEV Stock Holding History

BKM 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	$535K	Hold	563	–	–	0.17%	104
2026 Q2	$661K	Sell	563 -100	-15%	-$102K	0.23%	91
2026 Q1	$579K	Sell	663 -37	-5%	-$28.9K	0.21%	101
2025 Q4	$457K	Sell	700 -3	-0.4%	-$1.83K	0.17%	106
2025 Q3	$432K	Buy	703 +3	+0.4%	+$1.82K	0.16%	108
2025 Q2	$370K	Buy	700 +14	+2%	+$5.83K	0.14%	118
2025 Q1	$209K	Hold	686	–	–	0.09%	149
2024 Q4	$226K	Buy	+686	New	+$214K	0.09%	156

Other funds holding GEV

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

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

BKM Wealth Management held its GE Vernova (GEV) position steady in Q3 2026 at 563 shares worth $535K. The position accounts for 0.17% of the portfolio, ranked #104.

BKM Wealth Management first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $661K in Q2 2026. 2,109 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

BKM Wealth Management held 563 shares of GE Vernova worth $535K as of Q3 2026.
BKM Wealth Management left its GE Vernova share count unchanged in Q3 2026.
GE Vernova made up 0.17% of BKM Wealth Management's portfolio in Q3 2026, its #104 holding.
BKM Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
BKM Wealth Management's GE Vernova position peaked at $661K in Q2 2026.
2,109 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.