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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

FORM Wealth Advisors's GEV Position: Q2 2026 in Review

FORM Wealth Advisors held its GE Vernova (GEV) position steady in Q2 2026 at 1,679 shares worth $1.97M. The position accounts for 0.22% of the portfolio, ranked #20.

FORM Wealth Advisors first reported a position in GEV in Q1 2025 and has held it in 5 quarters since. 900 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

FORM Wealth Advisors held 1,679 shares of GE Vernova worth $1.97M as of Q2 2026.
FORM Wealth Advisors left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.22% of FORM Wealth Advisors's portfolio in Q2 2026, its #20 holding.
FORM Wealth Advisors first reported a position in GE Vernova in Q1 2025 and has held it in 5 quarters since.
900 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.