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Financial Life Planners’s GE Vernova GEV Stock Holding History

Financial Life Planners’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 		$520K Buy
443
+208
+89% +$212K 0.33% 32
2026
Q1 		$205K Buy
+235
New +$183K 0.16% 53
2025
Q4 		– Sell
-103
Closed -$63.4K – 345
2025
Q3 		$63.4K Buy
+103
New +$62.4K 0.04% 110
2025
Q1 		– Sell
-29
Closed -$9.54K – 399
2024
Q4 		$9.54K Buy
+29
New +$9.06K 0.01% 261

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
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

Financial Life Planners's GEV Position: Q2 2026 in Review

Financial Life Planners increased its GE Vernova (GEV) stake by 89% in Q2 2026, buying an estimated $212K and bringing the position to 443 shares worth $520K. The position accounts for 0.33% of the portfolio, ranked #32.

Financial Life Planners first reported a position in GEV in Q4 2024 and has held it in 4 quarters since. 1,605 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Financial Life Planners held 443 shares of GE Vernova worth $520K as of Q2 2026.
  • Financial Life Planners bought 208 GE Vernova shares in Q2 2026, an estimated $212K.
  • GE Vernova made up 0.33% of Financial Life Planners's portfolio in Q2 2026, its #32 holding.
  • Financial Life Planners first reported a position in GE Vernova in Q4 2024 and has held it in 4 quarters since.
  • 1,605 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.