Concurrent Investment Advisors
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Concurrent Investment Advisors’s GE Vernova GEV Stock Holding History

Concurrent Investment Advisors’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
2025
Q3 		– Sell
-200
Closed -$106K – 1617
2025
Q2 		$106K Buy
+200
New +$83.3K ﹤0.01% 1325

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

Concurrent Investment Advisors's GEV Position: Q3 2026 in Review

Concurrent Investment Advisors increased its GE Vernova (GEV) stake by 84% in Q3 2026, buying an estimated $21.8M and bringing the position to 48,232 shares worth $45.8M. The position accounts for 0.32% of the portfolio, ranked #56.

Concurrent Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. 555 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Concurrent Investment Advisors held 48,232 shares of GE Vernova worth $45.8M as of Q3 2026.
  • Concurrent Investment Advisors bought 22,016 GE Vernova shares in Q3 2026, an estimated $21.8M.
  • GE Vernova made up 0.32% of Concurrent Investment Advisors's portfolio in Q3 2026, its #56 holding.
  • Concurrent Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
  • 555 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.