Empirical Wealth Management’s GE Vernova GEV Stock Holding History

Empirical 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	$5.74M	Sell	4,883 -605	-11%	-$618K	0.08%	142
2026 Q1	$4.79M	Buy	5,488 +1,174	+27%	+$916K	0.08%	153
2025 Q4	$2.82M	Buy	4,314 +171	+4%	+$104K	0.05%	209
2025 Q3	$2.55M	Buy	4,143 +161	+4%	+$97.5K	0.05%	215
2025 Q2	$2.11M	Buy	3,982 +542	+16%	+$226K	0.05%	228
2025 Q1	$1.05M	Buy	3,440 +1,808	+111%	+$630K	0.03%	293
2024 Q4	$537K	Buy	1,632 +167	+11%	+$52.2K	0.01%	373
2024 Q3	$374K	Buy	1,465 +252	+21%	+$48.4K	0.01%	427
2024 Q2	$208K	Buy	+1,213	New	+$192K	0.01%	530

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Empirical Wealth Management reduced its GE Vernova (GEV) stake by 11% in Q2 2026, selling an estimated $618K and leaving 4,883 shares worth $5.74M. The position accounts for 0.08% of the portfolio, ranked #142.

Empirical Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Empirical Wealth Management held 4,883 shares of GE Vernova worth $5.74M as of Q2 2026.
Empirical Wealth Management sold 605 GE Vernova shares in Q2 2026, an estimated $618K.
GE Vernova made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #142 holding.
Empirical Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.