Equitable Trust’s GE Vernova GEV Stock Holding History

Equitable Trust’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	$2.25M	Sell	2,371 -18	-0.8%	-$17.8K	0.09%	156
2026 Q2	$2.81M	Sell	2,389 -26	-1%	-$26.5K	0.12%	136
2026 Q1	$2.11M	Buy	2,415 +38	+2%	+$29.6K	0.1%	151
2025 Q4	$1.55M	Sell	2,377 -17	-0.7%	-$10.4K	0.07%	181
2025 Q3	$1.47M	Hold	2,394	–	–	0.07%	181
2025 Q2	$1.27M	Hold	2,394	–	–	0.06%	197
2025 Q1	$731K	Sell	2,394 -121	-5%	-$42.2K	0.04%	257
2024 Q4	$827K	Sell	2,515 -144	-5%	-$45K	0.05%	249
2024 Q3	$678K	Sell	2,659 -1,115	-30%	-$214K	0.04%	257
2024 Q2	$647K	Buy	+3,774	New	+$598K	0.04%	251

Other funds holding GEV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Equitable Trust's GEV Position: Q3 2026 in Review

Equitable Trust reduced its GE Vernova (GEV) stake by 0.75% in Q3 2026, selling an estimated $17.8K and leaving 2,371 shares worth $2.25M. The position accounts for 0.09% of the portfolio, ranked #156.

Equitable Trust first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.81M in Q2 2026. 662 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Equitable Trust held 2,371 shares of GE Vernova worth $2.25M as of Q3 2026.
Equitable Trust sold 18 GE Vernova shares in Q3 2026, an estimated $17.8K.
GE Vernova made up 0.09% of Equitable Trust's portfolio in Q3 2026, its #156 holding.
Equitable Trust first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
Equitable Trust's GE Vernova position peaked at $2.81M in Q2 2026.
662 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.