FORM Wealth Advisors’s GE Vernova GEV Stock Holding History

FORM Wealth Advisors’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	$1.58M	Sell	1,663 -16	-1%	-$15.9K	0.18%	21
2026 Q2	$1.97M	Hold	1,679	–	–	0.22%	20
2026 Q1	$1.47M	Hold	1,679	–	–	0.17%	23
2025 Q4	$1.1M	Buy	+1,679	New	+$1.02M	0.13%	27
2025 Q2	$846K	Buy	1,599 +11	+0.7%	+$4.58K	0.1%	28
2025 Q1	$485K	Buy	+1,588	New	+$554K	0.07%	33

Other funds holding GEV

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

FORM Wealth Advisors's GEV Position: Q3 2026 in Review

FORM Wealth Advisors reduced its GE Vernova (GEV) stake by 0.95% in Q3 2026, selling an estimated $15.9K and leaving 1,663 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #21.

FORM Wealth Advisors first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.97M in Q2 2026. 1,025 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

FORM Wealth Advisors held 1,663 shares of GE Vernova worth $1.58M as of Q3 2026.
FORM Wealth Advisors sold 16 GE Vernova shares in Q3 2026, an estimated $15.9K.
GE Vernova made up 0.18% of FORM Wealth Advisors's portfolio in Q3 2026, its #21 holding.
FORM Wealth Advisors first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's GE Vernova position peaked at $1.97M in Q2 2026.
1,025 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.