Compass Financial Management
GEV icon

Compass Financial Management’s GE Vernova GEV Stock Holding History

Compass Financial 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 		$3.84M Sell
4,039
-2,650
-40% -$2.63M 0.41% 57
2026
Q2 		$6.83M Buy
+6,689
New +$6.83M 0.82% 23

Other funds holding GEV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Compass Financial Management's GEV Position: Q3 2026 in Review

Compass Financial Management reduced its GE Vernova (GEV) stake by 40% in Q3 2026, selling an estimated $2.63M and leaving 4,039 shares worth $3.84M. The position accounts for 0.41% of the portfolio, ranked #57.

Compass Financial Management first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.83M in Q2 2026. 2,912 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Compass Financial Management held 4,039 shares of GE Vernova worth $3.84M as of Q3 2026.
  • Compass Financial Management sold 2,650 GE Vernova shares in Q3 2026, an estimated $2.63M.
  • GE Vernova made up 0.41% of Compass Financial Management's portfolio in Q3 2026, its #57 holding.
  • Compass Financial Management first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's GE Vernova position peaked at $6.83M in Q2 2026.
  • 2,912 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.