Cabot Wealth Management
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Cabot Wealth Management’s GE Vernova GEV Stock Holding History

Cabot 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 		$376K Buy
396
+24
+6% +$23.8K 0.04% 127
2026
Q2 		$437K Buy
372
+19
+5% +$19.4K 0.04% 108
2026
Q1 		$308K Sell
353
-127
-26% -$99.1K 0.04% 121
2025
Q4 		$314K Buy
+480
New +$292K 0.03% 121

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

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

Cabot Wealth Management increased its GE Vernova (GEV) stake by 6.5% in Q3 2026, buying an estimated $23.8K and bringing the position to 396 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #127.

Cabot Wealth Management first reported a position in GEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $437K in Q2 2026. 2,001 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Cabot Wealth Management held 396 shares of GE Vernova worth $376K as of Q3 2026.
  • Cabot Wealth Management bought 24 GE Vernova shares in Q3 2026, an estimated $23.8K.
  • GE Vernova made up 0.04% of Cabot Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Cabot Wealth Management first reported a position in GE Vernova in Q4 2025 and has held it in 4 quarters since.
  • Cabot Wealth Management's GE Vernova position peaked at $437K in Q2 2026.
  • 2,001 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.