Compass Wealth Management (Georgia)’s GE Vernova GEV Stock Holding History

Compass Wealth Management (Georgia)’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	$1.31M	Hold	1,111	–	–	0.52%	30
2026 Q1	$970K	Buy	1,111 +100	+10%	+$78K	0.41%	31
2025 Q4	$661K	Hold	1,011	–	–	0.27%	42
2025 Q3	$622K	Hold	1,011	–	–	0.28%	40
2025 Q2	$535K	Buy	+1,011	New	+$421K	0.29%	41

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

Compass Wealth Management (Georgia)'s GEV Position: Q2 2026 in Review

Compass Wealth Management (Georgia) held its GE Vernova (GEV) position steady in Q2 2026 at 1,111 shares worth $1.31M. The position accounts for 0.52% of the portfolio, ranked #30.

Compass Wealth Management (Georgia) first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Compass Wealth Management (Georgia) held 1,111 shares of GE Vernova worth $1.31M as of Q2 2026.
Compass Wealth Management (Georgia) left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.52% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #30 holding.
Compass Wealth Management (Georgia) first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.