DWR Wealth Management
GEV icon

DWR Wealth Management’s GE Vernova GEV Stock Holding History

DWR 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
Q3 		$294K Buy
305
+5
+2% +$4.96K 0.2% 47
2026
Q2 		$331K Hold
300
– – 0.25% 42
2026
Q1 		$245K Buy
+300
New +$234K 0.21% 45

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

DWR Wealth Management's GEV Position: Q3 2026 in Review

DWR Wealth Management increased its GE Vernova (GEV) stake by 1.7% in Q3 2026, buying an estimated $4.96K and bringing the position to 305 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #47.

DWR Wealth Management first reported a position in GEV in Q1 2026 and has held it in 3 quarters since. The position peaked at $331K in Q2 2026. 1,825 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • DWR Wealth Management held 305 shares of GE Vernova worth $294K as of Q3 2026.
  • DWR Wealth Management bought 5 GE Vernova shares in Q3 2026, an estimated $4.96K.
  • GE Vernova made up 0.2% of DWR Wealth Management's portfolio in Q3 2026, its #47 holding.
  • DWR Wealth Management first reported a position in GE Vernova in Q1 2026 and has held it in 3 quarters since.
  • DWR Wealth Management's GE Vernova position peaked at $331K in Q2 2026.
  • 1,825 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.