Global Wealth Strategies & Associates’s GE Vernova GEV Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-59	Closed	-$51.5K	–	508
2026 Q1	$51.5K	Buy	59 +3	+5%	+$2.34K	0.01%	167
2025 Q4	$36.6K	Buy	56 +6	+12%	+$3.65K	0.01%	182
2025 Q3	$30.7K	Hold	50	–	–	0.01%	188
2025 Q2	$26.5K	Sell	50 -25	-33%	-$10.4K	0.01%	152
2025 Q1	$22.9K	Buy	+75	New	+$26.2K	0.01%	174
2024 Q4	–	Sell	-3	Closed	-$938	–	425
2024 Q3	$765	Hold	3	–	–	﹤0.01%	332
2024 Q2	$515	Buy	+3	New	+$475	﹤0.01%	305

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Global Wealth Strategies & Associates's GEV Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 59 shares — an estimated $51.5K sold.

Global Wealth Strategies & Associates first reported a position in GEV in Q2 2024 and held it in 7 quarters. The position peaked at $51.5K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 59 GE Vernova shares in Q2 2026, an estimated $51.5K.
Global Wealth Strategies & Associates first reported a position in GE Vernova in Q2 2024 and held it in 7 quarters.
Global Wealth Strategies & Associates's GE Vernova position peaked at $51.5K in Q1 2026.
1,458 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.