Caliber Wealth Management (Kansas)’s GE Vernova GEV Stock Holding History

Caliber Wealth Management (Kansas)’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	$2.71M	Sell	2,305 -424	-16%	-$433K	0.26%	77
2026 Q1	$2.38M	Sell	2,729 -736	-21%	-$574K	0.26%	78
2025 Q4	$2.26M	Buy	3,465 +257	+8%	+$157K	0.24%	84
2025 Q3	$1.97M	Sell	3,208 -117	-4%	-$70.9K	0.22%	89
2025 Q2	$1.76M	Buy	+3,325	New	+$1.38M	0.19%	105

Other funds holding GEV

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

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

CAM

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s GEV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its GE Vernova (GEV) stake by 16% in Q2 2026, selling an estimated $433K and leaving 2,305 shares worth $2.71M. The position accounts for 0.26% of the portfolio, ranked #77.

Caliber Wealth Management (Kansas) first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,376 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Caliber Wealth Management (Kansas) held 2,305 shares of GE Vernova worth $2.71M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 424 GE Vernova shares in Q2 2026, an estimated $433K.
GE Vernova made up 0.26% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #77 holding.
Caliber Wealth Management (Kansas) first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
1,376 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.