Everhart Financial Group’s GE Vernova GEV Stock Holding History

Everhart 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 Q2	$5.99M	Sell	5,097 -562	-10%	-$574K	0.38%	34
2026 Q1	$4.94M	Buy	5,659 +354	+7%	+$276K	0.42%	33
2025 Q4	$3.47M	Buy	5,305 +341	+7%	+$208K	0.32%	39
2025 Q3	$3.05M	Buy	4,964 +208	+4%	+$126K	0.31%	42
2025 Q2	$2.52M	Buy	4,756 +977	+26%	+$407K	0.29%	46
2025 Q1	$1.15M	Buy	3,779 +69	+2%	+$24.1K	0.16%	91
2024 Q4	$1.22M	Buy	3,710 +368	+11%	+$115K	0.25%	80
2024 Q3	$852K	Buy	3,342 +1,693	+103%	+$325K	0.19%	118
2024 Q2	$283K	Buy	+1,649	New	+$261K	0.07%	231

Other funds holding GEV

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

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

CAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everhart Financial Group's GEV Position: Q2 2026 in Review

Everhart Financial Group reduced its GE Vernova (GEV) stake by 9.9% in Q2 2026, selling an estimated $574K and leaving 5,097 shares worth $5.99M. The position accounts for 0.38% of the portfolio, ranked #34.

Everhart Financial Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 618 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Everhart Financial Group held 5,097 shares of GE Vernova worth $5.99M as of Q2 2026.
Everhart Financial Group sold 562 GE Vernova shares in Q2 2026, an estimated $574K.
GE Vernova made up 0.38% of Everhart Financial Group's portfolio in Q2 2026, its #34 holding.
Everhart Financial Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
618 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.