Caldwell Trust’s GE Vernova GEV Stock Holding History

Caldwell Trust’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	$1.56M	Buy	1,638 +238	+17%	+$236K	0.12%	134
2026 Q2	$1.64M	Buy	1,400 +319	+30%	+$326K	0.13%	131
2026 Q1	$944K	Hold	1,081	–	–	0.08%	168
2025 Q4	$707K	Hold	1,081	–	–	0.06%	198
2025 Q3	$665K	Sell	1,081 -52	-5%	-$31.5K	0.06%	199
2025 Q2	$600K	Hold	1,133	–	–	0.06%	204
2025 Q1	$346K	Hold	1,133	–	–	0.04%	251
2024 Q4	$373K	Hold	1,133	–	–	0.04%	243
2024 Q3	$289K	Sell	1,133 -63	-5%	-$12.1K	0.03%	271
2024 Q2	$205K	Buy	+1,196	New	+$190K	0.02%	305

Other funds holding GEV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Caldwell Trust's GEV Position: Q3 2026 in Review

Caldwell Trust increased its GE Vernova (GEV) stake by 17% in Q3 2026, buying an estimated $236K and bringing the position to 1,638 shares worth $1.56M. The position accounts for 0.12% of the portfolio, ranked #134.

Caldwell Trust first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.64M in Q2 2026. 2,258 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Caldwell Trust held 1,638 shares of GE Vernova worth $1.56M as of Q3 2026.
Caldwell Trust bought 238 GE Vernova shares in Q3 2026, an estimated $236K.
GE Vernova made up 0.12% of Caldwell Trust's portfolio in Q3 2026, its #134 holding.
Caldwell Trust first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
Caldwell Trust's GE Vernova position peaked at $1.64M in Q2 2026.
2,258 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.