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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
Q2 		$331K Hold
300
– – 0.25% 42
2026
Q1 		$245K Buy
+300
New +$234K 0.21% 45

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

DWR Wealth Management's GEV Position: Q2 2026 in Review

DWR Wealth Management held its GE Vernova (GEV) position steady in Q2 2026 at 300 shares worth $331K. The position accounts for 0.25% of the portfolio, ranked #42.

DWR Wealth Management first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 1,098 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • DWR Wealth Management held 300 shares of GE Vernova worth $331K as of Q2 2026.
  • DWR Wealth Management left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.25% of DWR Wealth Management's portfolio in Q2 2026, its #42 holding.
  • DWR Wealth Management first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 1,098 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.