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Connecticut Wealth Management’s GE Vernova GEV Stock Holding History

Connecticut Wealth 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
Q2 		$2.33M Sell
1,979
-73
-4% -$74.5K 0.09% 99
2026
Q1 		$1.79M Buy
2,052
+54
+3% +$42.1K 0.08% 104
2025
Q4 		$1.31M Sell
1,998
-243
-11% -$148K 0.06% 133
2025
Q3 		$1.38M Sell
2,241
-100
-4% -$60.6K 0.06% 129
2025
Q2 		$1.24M Buy
2,341
+179
+8% +$74.5K 0.06% 135
2025
Q1 		$660K Buy
2,162
+9
+0.4% +$3.14K 0.03% 188
2024
Q4 		$708K Sell
2,153
-62
-3% -$19.4K 0.03% 156
2024
Q3 		$565K Buy
2,215
+81
+4% +$15.6K 0.03% 205
2024
Q2 		$366K Buy
+2,134
New +$338K 0.02% 242

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Connecticut Wealth Management's GEV Position: Q2 2026 in Review

Connecticut Wealth Management reduced its GE Vernova (GEV) stake by 3.6% in Q2 2026, selling an estimated $74.5K and leaving 1,979 shares worth $2.33M. The position accounts for 0.09% of the portfolio, ranked #99.

Connecticut Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,814 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Connecticut Wealth Management held 1,979 shares of GE Vernova worth $2.33M as of Q2 2026.
  • Connecticut Wealth Management sold 73 GE Vernova shares in Q2 2026, an estimated $74.5K.
  • GE Vernova made up 0.09% of Connecticut Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Connecticut Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 1,814 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.