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Carter Financial Group’s GE Vernova GEV Stock Holding History

Carter Financial Group’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 		$391K Sell
333
-7
-2% -$7.14K 0.2% 83
2026
Q1 		$297K Buy
340
+19
+6% +$14.8K 0.18% 91
2025
Q4 		$210K Sell
321
-23
-7% -$14K 0.12% 110
2025
Q3 		$212K Buy
+344
New +$208K 0.13% 110

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Carter Financial Group's GEV Position: Q2 2026 in Review

Carter Financial Group reduced its GE Vernova (GEV) stake by 2.1% in Q2 2026, selling an estimated $7.14K and leaving 333 shares worth $391K. The position accounts for 0.2% of the portfolio, ranked #83.

Carter Financial Group first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Carter Financial Group held 333 shares of GE Vernova worth $391K as of Q2 2026.
  • Carter Financial Group sold 7 GE Vernova shares in Q2 2026, an estimated $7.14K.
  • GE Vernova made up 0.2% of Carter Financial Group's portfolio in Q2 2026, its #83 holding.
  • Carter Financial Group first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.