BCM
GEV icon

Boltwood Capital Management’s GE Vernova GEV Stock Holding History

Boltwood Capital 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 		$240K Buy
253
+5
+2% +$4.96K 0.05% 180
2026
Q2 		$291K Buy
248
+3
+1% +$3.06K 0.07% 166
2026
Q1 		$214K Buy
+245
New +$191K 0.05% 180

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Boltwood Capital Management's GEV Position: Q3 2026 in Review

Boltwood Capital Management increased its GE Vernova (GEV) stake by 2% in Q3 2026, buying an estimated $4.96K and bringing the position to 253 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #180.

Boltwood Capital Management first reported a position in GEV in Q1 2026 and has held it in 3 quarters since. The position peaked at $291K in Q2 2026. 174 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Boltwood Capital Management held 253 shares of GE Vernova worth $240K as of Q3 2026.
  • Boltwood Capital Management bought 5 GE Vernova shares in Q3 2026, an estimated $4.96K.
  • GE Vernova made up 0.05% of Boltwood Capital Management's portfolio in Q3 2026, its #180 holding.
  • Boltwood Capital Management first reported a position in GE Vernova in Q1 2026 and has held it in 3 quarters since.
  • Boltwood Capital Management's GE Vernova position peaked at $291K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.