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Brown Wealth Management’s GE Vernova GEV Stock Holding History

Brown 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 		– Sell
-190
Closed -$223K – 143
2026
Q2 		$223K Buy
+190
New +$194K 0.05% 129

Other funds holding GEV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

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

Brown Wealth Management sold out of GE Vernova (GEV) in Q3 2026, closing a stake of 190 shares — an estimated $223K sold.

Brown Wealth Management first reported a position in GEV in Q2 2026 and held it in 1 quarter. The position peaked at $223K in Q2 2026. 2,109 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Brown Wealth Management reported no remaining GE Vernova position as of Q3 2026 after selling out during the quarter.
  • Brown Wealth Management sold 190 GE Vernova shares in Q3 2026, an estimated $223K.
  • Brown Wealth Management first reported a position in GE Vernova in Q2 2026 and held it in 1 quarter.
  • Brown Wealth Management's GE Vernova position peaked at $223K in Q2 2026.
  • 2,109 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.