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Castle Rock Wealth Management’s GE Vernova GEV Stock Holding History

Castle Rock Wealth Management’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 		$2M Sell
1,942
-478
-20% -$474K 0.38% 66
2026
Q2 		$2.75M Buy
2,420
+136
+6% +$139K 0.54% 53
2026
Q1 		$2.05M Buy
2,284
+69
+3% +$53.8K 0.44% 66
2025
Q4 		$1.68M Buy
+2,215
New +$1.35M 0.36% 83

Other funds holding GEV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Castle Rock Wealth Management's GEV Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its GE Vernova (GEV) stake by 20% in Q3 2026, selling an estimated $474K and leaving 1,942 shares worth $2M. The position accounts for 0.38% of the portfolio, ranked #66.

Castle Rock Wealth Management first reported a position in GEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.75M in Q2 2026. 559 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Castle Rock Wealth Management held 1,942 shares of GE Vernova worth $2M as of Q3 2026.
  • Castle Rock Wealth Management sold 478 GE Vernova shares in Q3 2026, an estimated $474K.
  • GE Vernova made up 0.38% of Castle Rock Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Castle Rock Wealth Management first reported a position in GE Vernova in Q4 2025 and has held it in 4 quarters since.
  • Castle Rock Wealth Management's GE Vernova position peaked at $2.75M in Q2 2026.
  • 559 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.