Cascade Financial Partners’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$365K Buy
311
+20
+7% +$20.4K 0.03% 206
2026
Q1
$254K Buy
+291
New +$227K 0.03% 226

Other funds holding GEV

Cascade Financial Partners's GEV Position: Q2 2026 in Review

Cascade Financial Partners increased its GE Vernova (GEV) stake by 6.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 311 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #206.

Cascade Financial Partners first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Cascade Financial Partners held 311 shares of GE Vernova worth $365K as of Q2 2026.
  • Cascade Financial Partners bought 20 GE Vernova shares in Q2 2026, an estimated $20.4K.
  • GE Vernova made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #206 holding.
  • Cascade Financial Partners first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.