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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Cypress Wealth Services's GEV Position: Q2 2026 in Review

Cypress Wealth Services increased its GE Vernova (GEV) stake by 0.29% in Q2 2026, buying an estimated $1.02K and bringing the position to 340 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #274.

Cypress Wealth Services first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 1,339 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Cypress Wealth Services held 340 shares of GE Vernova worth $400K as of Q2 2026.
  • Cypress Wealth Services bought 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #274 holding.
  • Cypress Wealth Services first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 1,339 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.