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Coastline Trust’s GE Vernova GEV Stock Holding History

Coastline Trust’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 		$167K Sell
176
-13
-7% -$12.9K 0.02% 194
2026
Q2 		$222K Buy
189
+20
+12% +$20.4K 0.02% 200
2026
Q1 		$148K Hold
169
– – 0.01% 218
2025
Q4 		$110K Buy
169
+13
+8% +$7.92K 0.01% 230
2025
Q3 		$95.9K Hold
156
– – 0.01% 232
2025
Q2 		$82.5K Hold
156
– – 0.01% 242
2025
Q1 		$47.6K Hold
156
– – 0.01% 270
2024
Q4 		$51.3K Hold
156
– – 0.01% 275
2024
Q3 		$39.8K Buy
+156
New +$30K ﹤0.01% 303

Other funds holding GEV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Coastline Trust's GEV Position: Q3 2026 in Review

Coastline Trust reduced its GE Vernova (GEV) stake by 6.9% in Q3 2026, selling an estimated $12.9K and leaving 176 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #194.

Coastline Trust first reported a position in GEV in Q3 2024 and has held it in 9 quarters since. The position peaked at $222K in Q2 2026. 381 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Coastline Trust held 176 shares of GE Vernova worth $167K as of Q3 2026.
  • Coastline Trust sold 13 GE Vernova shares in Q3 2026, an estimated $12.9K.
  • GE Vernova made up 0.02% of Coastline Trust's portfolio in Q3 2026, its #194 holding.
  • Coastline Trust first reported a position in GE Vernova in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's GE Vernova position peaked at $222K in Q2 2026.
  • 381 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.