Global Assets Advisory’s GE Vernova GEV Stock Holding History

Global Assets Advisory’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	$2.39M	Sell	2,405 -56	-2%	-$55.5K	0.53%	44
2026 Q2	$2.81M	Buy	2,461 +86	+4%	+$87.8K	0.61%	37
2026 Q1	$2.07M	Sell	2,375 -78	-3%	-$60.9K	0.59%	35
2025 Q4	$1.6M	Buy	2,453 +26	+1%	+$15.8K	0.46%	51
2025 Q3	$1.49M	Buy	2,427 +288	+13%	+$174K	0.44%	55
2025 Q2	$1.08M	Sell	2,139 -3,204	-60%	-$1.33M	0.42%	60
2025 Q1	$1.66M	Buy	5,343 +3,514	+192%	+$1.23M	0.31%	72
2024 Q4	$620K	Sell	1,829 -240	-12%	-$75K	0.34%	69
2024 Q3	$531K	Buy	+2,069	New	+$397K	0.29%	80

Other funds holding GEV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Global Assets Advisory's GEV Position: Q3 2026 in Review

Global Assets Advisory reduced its GE Vernova (GEV) stake by 2.3% in Q3 2026, selling an estimated $55.5K and leaving 2,405 shares worth $2.39M. The position accounts for 0.53% of the portfolio, ranked #44.

Global Assets Advisory first reported a position in GEV in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.81M in Q2 2026. 2,258 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Global Assets Advisory held 2,405 shares of GE Vernova worth $2.39M as of Q3 2026.
Global Assets Advisory sold 56 GE Vernova shares in Q3 2026, an estimated $55.5K.
GE Vernova made up 0.53% of Global Assets Advisory's portfolio in Q3 2026, its #44 holding.
Global Assets Advisory first reported a position in GE Vernova in Q3 2024 and has held it in 9 quarters since.
Global Assets Advisory's GE Vernova position peaked at $2.81M in Q2 2026.
2,258 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.