Fee-Only Financial Planning
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Fee-Only Financial Planning’s GE Vernova GEV Stock Holding History

Fee-Only Financial Planning’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 		$394K Hold
414
– – 0.22% 29
2026
Q2 		$486K Sell
414
-20
-5% -$20.4K 0.26% 27
2026
Q1 		$379K Sell
434
-20
-4% -$15.6K 0.23% 29
2025
Q4 		$297K Hold
454
– – 0.17% 33
2025
Q3 		$279K Hold
454
– – 0.16% 34
2025
Q2 		$240K Buy
+454
New +$189K 0.15% 38

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fee-Only Financial Planning's GEV Position: Q3 2026 in Review

Fee-Only Financial Planning held its GE Vernova (GEV) position steady in Q3 2026 at 414 shares worth $394K. The position accounts for 0.22% of the portfolio, ranked #29.

Fee-Only Financial Planning first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $486K in Q2 2026. 2,258 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Fee-Only Financial Planning held 414 shares of GE Vernova worth $394K as of Q3 2026.
  • Fee-Only Financial Planning left its GE Vernova share count unchanged in Q3 2026.
  • GE Vernova made up 0.22% of Fee-Only Financial Planning's portfolio in Q3 2026, its #29 holding.
  • Fee-Only Financial Planning first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
  • Fee-Only Financial Planning's GE Vernova position peaked at $486K in Q2 2026.
  • 2,258 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.