Global Financial Private Client’s GE Vernova GEV Stock Holding History

Global Financial Private Client’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	$6.57M	Buy	5,596 +563	+11%	+$575K	1.78%	5
2026 Q1	$4.39M	Buy	5,033 +488	+11%	+$381K	1.44%	10
2025 Q4	$2.97M	Buy	4,545 +39	+0.9%	+$23.8K	1.04%	24
2025 Q3	$2.77M	Sell	4,506 -18	-0.4%	-$10.9K	0.99%	22
2025 Q2	$2.39M	Buy	4,524 +34	+0.8%	+$14.2K	0.9%	23
2025 Q1	$1.37M	Buy	4,490 +32	+0.7%	+$11.2K	0.52%	48
2024 Q4	$1.47M	Hold	4,458	–	–	0.55%	49
2024 Q3	$1.14M	Buy	4,458 +73	+2%	+$14K	0.44%	57
2024 Q2	$752K	Buy	+4,385	New	+$695K	0.31%	91

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Global Financial Private Client's GEV Position: Q2 2026 in Review

Global Financial Private Client increased its GE Vernova (GEV) stake by 11% in Q2 2026, buying an estimated $575K and bringing the position to 5,596 shares worth $6.57M. The position accounts for 1.78% of the portfolio, ranked #5.

Global Financial Private Client first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Global Financial Private Client held 5,596 shares of GE Vernova worth $6.57M as of Q2 2026.
Global Financial Private Client bought 563 GE Vernova shares in Q2 2026, an estimated $575K.
GE Vernova made up 1.78% of Global Financial Private Client's portfolio in Q2 2026, its #5 holding.
Global Financial Private Client first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.