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Family Legacy Financial Solutions’s GE Vernova GEV Stock Holding History

Family Legacy Financial Solutions’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 		$1.28M Buy
1,347
+848
+170% +$840K 0.74% 22
2026
Q2 		$586K Buy
+499
New +$509K 0.36% 34
2025
Q3 		– Sell
-8
Closed -$4.23K – 289
2025
Q2 		$4.23K Buy
+8
New +$3.33K ﹤0.01% 174

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

Family Legacy Financial Solutions's GEV Position: Q3 2026 in Review

Family Legacy Financial Solutions increased its GE Vernova (GEV) stake by 170% in Q3 2026, buying an estimated $840K and bringing the position to 1,347 shares worth $1.28M. The position accounts for 0.74% of the portfolio, ranked #22.

Family Legacy Financial Solutions first reported a position in GEV in Q2 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Family Legacy Financial Solutions held 1,347 shares of GE Vernova worth $1.28M as of Q3 2026.
  • Family Legacy Financial Solutions bought 848 GE Vernova shares in Q3 2026, an estimated $840K.
  • GE Vernova made up 0.74% of Family Legacy Financial Solutions's portfolio in Q3 2026, its #22 holding.
  • Family Legacy Financial Solutions first reported a position in GE Vernova in Q2 2025 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.