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Elm3 Financial Group’s GE Vernova GEV Stock Holding History

Elm3 Financial Group’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 		$276K Buy
290
+11
+4% +$10.9K 0.18% 130
2026
Q2 		$328K Buy
+279
New +$285K 0.22% 103

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elm3 Financial Group's GEV Position: Q3 2026 in Review

Elm3 Financial Group increased its GE Vernova (GEV) stake by 3.9% in Q3 2026, buying an estimated $10.9K and bringing the position to 290 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #130.

Elm3 Financial Group first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. The position peaked at $328K in Q2 2026. 132 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Elm3 Financial Group held 290 shares of GE Vernova worth $276K as of Q3 2026.
  • Elm3 Financial Group bought 11 GE Vernova shares in Q3 2026, an estimated $10.9K.
  • GE Vernova made up 0.18% of Elm3 Financial Group's portfolio in Q3 2026, its #130 holding.
  • Elm3 Financial Group first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
  • Elm3 Financial Group's GE Vernova position peaked at $328K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.