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Cooper Financial Group’s GE Vernova GEV Stock Holding History

Cooper Financial Group’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 		$1.27M Sell
1,341
-50
-4% -$49.5K 0.1% 147
2026
Q2 		$1.63M Buy
1,391
+72
+5% +$73.5K 0.14% 118
2026
Q1 		$1.15M Buy
1,319
+321
+32% +$250K 0.12% 139
2025
Q4 		$652K Buy
998
+20
+2% +$12.2K 0.07% 201
2025
Q3 		$601K Buy
+978
New +$592K 0.07% 209

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
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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cooper Financial Group's GEV Position: Q3 2026 in Review

Cooper Financial Group reduced its GE Vernova (GEV) stake by 3.6% in Q3 2026, selling an estimated $49.5K and leaving 1,341 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #147.

Cooper Financial Group first reported a position in GEV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q2 2026. 497 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Cooper Financial Group held 1,341 shares of GE Vernova worth $1.27M as of Q3 2026.
  • Cooper Financial Group sold 50 GE Vernova shares in Q3 2026, an estimated $49.5K.
  • GE Vernova made up 0.1% of Cooper Financial Group's portfolio in Q3 2026, its #147 holding.
  • Cooper Financial Group first reported a position in GE Vernova in Q3 2025 and has held it in 5 quarters since.
  • Cooper Financial Group's GE Vernova position peaked at $1.63M in Q2 2026.
  • 497 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.