Center for Financial Planning’s GE Vernova GEV Stock Holding History

Center for Financial Planning’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	$1.03M	Sell	879 -47	-5%	-$48K	0.1%	73
2026 Q1	$808K	Sell	926 -1	-0.1%	-$780	0.08%	77
2025 Q4	$606K	Buy	927 +6	+0.7%	+$3.65K	0.06%	94
2025 Q3	$566K	Hold	921	–	–	0.06%	100
2025 Q2	$487K	Buy	921 +601	+188%	+$250K	0.06%	103
2025 Q1	$97.7K	Buy	320 +84	+36%	+$29.3K	0.01%	206
2024 Q4	$77.6K	Hold	236	–	–	0.01%	221
2024 Q3	$60.2K	Sell	236 -45	-16%	-$8.64K	0.01%	229
2024 Q2	$48.2K	Buy	+281	New	+$44.5K	0.01%	236

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Center for Financial Planning's GEV Position: Q2 2026 in Review

Center for Financial Planning reduced its GE Vernova (GEV) stake by 5.1% in Q2 2026, selling an estimated $48K and leaving 879 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #73.

Center for Financial Planning first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Center for Financial Planning held 879 shares of GE Vernova worth $1.03M as of Q2 2026.
Center for Financial Planning sold 47 GE Vernova shares in Q2 2026, an estimated $48K.
GE Vernova made up 0.1% of Center for Financial Planning's portfolio in Q2 2026, its #73 holding.
Center for Financial Planning first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.