Cypress Wealth Services
GEV icon

Cypress Wealth Services’s GE Vernova GEV Stock Holding History

Cypress Wealth Services’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 		$355K Buy
345
+5
+1% +$4.96K 0.04% 298
2026
Q2 		$400K Buy
340
+1
+0.3% +$1.02K 0.05% 274
2026
Q1 		$296K Sell
339
-32
-9% -$25K 0.04% 307
2025
Q4 		$243K Buy
+371
New +$226K 0.03% 342

Other funds holding GEV

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Cypress Wealth Services's GEV Position: Q3 2026 in Review

Cypress Wealth Services increased its GE Vernova (GEV) stake by 1.5% in Q3 2026, buying an estimated $4.96K and bringing the position to 345 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #298.

Cypress Wealth Services first reported a position in GEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $400K in Q2 2026. 1,844 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Cypress Wealth Services held 345 shares of GE Vernova worth $355K as of Q3 2026.
  • Cypress Wealth Services bought 5 GE Vernova shares in Q3 2026, an estimated $4.96K.
  • GE Vernova made up 0.04% of Cypress Wealth Services's portfolio in Q3 2026, its #298 holding.
  • Cypress Wealth Services first reported a position in GE Vernova in Q4 2025 and has held it in 4 quarters since.
  • Cypress Wealth Services's GE Vernova position peaked at $400K in Q2 2026.
  • 1,844 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.