Consilium Wealth Advisory’s GE Vernova GEV Stock Holding History

Consilium Wealth Advisory’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	$2.24M	Sell	2,360 -305	-11%	-$302K	0.66%	33
2026 Q2	$3.13M	Sell	2,665 -715	-21%	-$730K	0.93%	28
2026 Q1	$2.95M	Buy	3,380 +308	+10%	+$240K	1.01%	26
2025 Q4	$2.01M	Buy	3,072 +128	+4%	+$78K	0.74%	28
2025 Q3	$1.81M	Sell	2,944 -242	-8%	-$147K	0.7%	28
2025 Q2	$1.69M	Sell	3,186 -55	-2%	-$22.9K	0.71%	27
2025 Q1	$989K	Sell	3,241 -2,120	-40%	-$739K	0.5%	41
2024 Q4	$1.76M	Sell	5,361 -36	-0.7%	-$11.3K	0.84%	29
2024 Q3	$1.38M	Buy	5,397 +2,429	+82%	+$466K	0.75%	31
2024 Q2	$509K	Buy	+2,968	New	+$470K	0.28%	55

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Consilium Wealth Advisory's GEV Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its GE Vernova (GEV) stake by 11% in Q3 2026, selling an estimated $302K and leaving 2,360 shares worth $2.24M. The position accounts for 0.66% of the portfolio, ranked #33.

Consilium Wealth Advisory first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.13M in Q2 2026. 1,770 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Consilium Wealth Advisory held 2,360 shares of GE Vernova worth $2.24M as of Q3 2026.
Consilium Wealth Advisory sold 305 GE Vernova shares in Q3 2026, an estimated $302K.
GE Vernova made up 0.66% of Consilium Wealth Advisory's portfolio in Q3 2026, its #33 holding.
Consilium Wealth Advisory first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
Consilium Wealth Advisory's GE Vernova position peaked at $3.13M in Q2 2026.
1,770 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.