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E&G Advisors’s GE Vernova GEV Stock Holding History

E&G Advisors’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 		$477K Buy
502
+72
+17% +$71.4K 0.09% 147
2026
Q2 		$505K Buy
430
+32
+8% +$32.7K 0.1% 144
2026
Q1 		$347K Buy
398
+41
+11% +$32K 0.08% 171
2025
Q4 		$233K Sell
357
-90
-20% -$54.8K 0.05% 205
2025
Q3 		$275K Buy
+447
New +$271K 0.06% 186

Other funds holding GEV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

E&G Advisors's GEV Position: Q3 2026 in Review

E&G Advisors increased its GE Vernova (GEV) stake by 17% in Q3 2026, buying an estimated $71.4K and bringing the position to 502 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #147.

E&G Advisors first reported a position in GEV in Q3 2025 and has held it in 5 quarters since. The position peaked at $505K in Q2 2026. 1,976 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • E&G Advisors held 502 shares of GE Vernova worth $477K as of Q3 2026.
  • E&G Advisors bought 72 GE Vernova shares in Q3 2026, an estimated $71.4K.
  • GE Vernova made up 0.09% of E&G Advisors's portfolio in Q3 2026, its #147 holding.
  • E&G Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 5 quarters since.
  • E&G Advisors's GE Vernova position peaked at $505K in Q2 2026.
  • 1,976 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.