Brandywine Oak Private Wealth’s GE Vernova GEV Stock Holding History

Brandywine Oak Private Wealth’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	$1.24M	Buy	1,058 +15	+1%	+$15.3K	0.09%	102
2026 Q1	$910K	Buy	1,043 +17	+2%	+$13.3K	0.08%	114
2025 Q4	$670K	Sell	1,026 -23	-2%	-$14K	0.06%	135
2025 Q3	$645K	Sell	1,049 -8	-0.8%	-$4.85K	0.06%	136
2025 Q2	$559K	Buy	1,057 +80	+8%	+$33.3K	0.05%	142
2025 Q1	$298K	Hold	977	–	–	0.03%	189
2024 Q4	$321K	Buy	977 +8	+0.8%	+$2.5K	0.03%	181
2024 Q3	$247K	Buy	+969	New	+$186K	0.02%	213

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Brandywine Oak Private Wealth's GEV Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its GE Vernova (GEV) stake by 1.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,058 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #102.

Brandywine Oak Private Wealth first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Brandywine Oak Private Wealth held 1,058 shares of GE Vernova worth $1.24M as of Q2 2026.
Brandywine Oak Private Wealth bought 15 GE Vernova shares in Q2 2026, an estimated $15.3K.
GE Vernova made up 0.09% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #102 holding.
Brandywine Oak Private Wealth first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.