GoalVest Advisory’s GE Vernova GEV Stock Holding History

GoalVest 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	$81.6K	Buy	42,673 +42,626	+90,694%	+$42.2M	0.01%	183
2026 Q2	$55.2K	Buy	47 +39	+488%	+$39.8K	0.01%	197
2026 Q1	$6.98K	Buy	+8	New	+$6.24K	﹤0.01%	380
2025 Q2	–	Sell	-3	Closed	-$916	–	543
2025 Q1	$916	Buy	+3	New	+$1.05K	﹤0.01%	339
2024 Q3	–	Sell	-3	Closed	-$515	–	386
2024 Q2	$515	Buy	+3	New	+$475	﹤0.01%	306

Other funds holding GEV

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory's GEV Position: Q3 2026 in Review

GoalVest Advisory increased its GE Vernova (GEV) stake by 90,694% in Q3 2026, buying an estimated $42.2M and bringing the position to 42,673 shares worth $81.6K. The position accounts for 0.01% of the portfolio, ranked #183.

GoalVest Advisory first reported a position in GEV in Q2 2024 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

GoalVest Advisory held 42,673 shares of GE Vernova worth $81.6K as of Q3 2026.
GoalVest Advisory bought 42,626 GE Vernova shares in Q3 2026, an estimated $42.2M.
GE Vernova made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #183 holding.
GoalVest Advisory first reported a position in GE Vernova in Q2 2024 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.