Elevation Wealth Partners’s GE Vernova GEV Stock Holding History

Elevation Wealth Partners’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	$69.5K	Sell	73 -2	-3%	-$1.98K	0.02%	284
2026 Q2	$88.2K	Buy	75 +10	+15%	+$10.2K	0.03%	207
2026 Q1	$56.8K	Buy	65 +2	+3%	+$1.56K	0.02%	220
2025 Q4	$41.2K	Buy	63 +10	+19%	+$6.09K	0.01%	267
2025 Q3	$32.6K	Buy	53 +17	+47%	+$10.3K	0.01%	284
2025 Q2	$19.1K	Hold	36	–	–	0.01%	323
2025 Q1	$11K	Sell	36 -3	-8%	-$1.05K	﹤0.01%	361
2024 Q4	$12.8K	Buy	39 +30	+333%	+$9.38K	0.01%	348
2024 Q3	$2.3K	Sell	9 -9	-50%	-$1.73K	﹤0.01%	420
2024 Q2	$3.09K	Buy	+18	New	+$2.85K	﹤0.01%	419

Other funds holding GEV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Elevation Wealth Partners's GEV Position: Q3 2026 in Review

Elevation Wealth Partners reduced its GE Vernova (GEV) stake by 2.7% in Q3 2026, selling an estimated $1.98K and leaving 73 shares worth $69.5K. The position accounts for 0.02% of the portfolio, ranked #284.

Elevation Wealth Partners first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $88.2K in Q2 2026. 1,976 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Elevation Wealth Partners held 73 shares of GE Vernova worth $69.5K as of Q3 2026.
Elevation Wealth Partners sold 2 GE Vernova shares in Q3 2026, an estimated $1.98K.
GE Vernova made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #284 holding.
Elevation Wealth Partners first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's GE Vernova position peaked at $88.2K in Q2 2026.
1,976 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.