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CapWealth Advisors’s GE Vernova GEV Stock Holding History

CapWealth Advisors’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 		$30.8M Sell
32,375
-1,034
-3% -$1.02M 2.32% 13
2026
Q2 		$39.3M Sell
33,409
-3,635
-10% -$3.71M 2.69% 6
2026
Q1 		$32.3M Sell
37,044
-8,512
-19% -$6.64M 2.4% 11
2025
Q4 		$29.8M Sell
45,556
-19
-0% -$11.6K 2.04% 16
2025
Q3 		$28M Sell
45,575
-2,423
-5% -$1.47M 1.93% 16
2025
Q2 		$25.4M Sell
47,998
-467
-1% -$194K 2.5% 12
2025
Q1 		$14.8M Sell
48,465
-13,756
-22% -$4.8M 1.6% 28
2024
Q4 		$20.5M Sell
62,221
-1,659
-3% -$519K 2.24% 18
2024
Q3 		$16.3M Sell
63,880
-130
-0.2% -$25K 1.77% 25
2024
Q2 		$11M Buy
+64,010
New +$10.1M 1.39% 31

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CapWealth Advisors's GEV Position: Q3 2026 in Review

CapWealth Advisors reduced its GE Vernova (GEV) stake by 3.1% in Q3 2026, selling an estimated $1.02M and leaving 32,375 shares worth $30.8M. The position accounts for 2.32% of the portfolio, ranked #13.

CapWealth Advisors first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $39.3M in Q2 2026. 132 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • CapWealth Advisors held 32,375 shares of GE Vernova worth $30.8M as of Q3 2026.
  • CapWealth Advisors sold 1,034 GE Vernova shares in Q3 2026, an estimated $1.02M.
  • GE Vernova made up 2.32% of CapWealth Advisors's portfolio in Q3 2026, its #13 holding.
  • CapWealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
  • CapWealth Advisors's GE Vernova position peaked at $39.3M in Q2 2026.
  • 132 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.