Gradient Capital Advisors
GEV icon

Gradient Capital Advisors’s GE Vernova GEV Stock Holding History

Gradient Capital 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
Q3 		$249K Buy
262
+69
+36% +$68.4K 0.06% 158
2026
Q2 		$227K Buy
+193
New +$197K 0.05% 166

Other funds holding GEV

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gradient Capital Advisors's GEV Position: Q3 2026 in Review

Gradient Capital Advisors increased its GE Vernova (GEV) stake by 36% in Q3 2026, buying an estimated $68.4K and bringing the position to 262 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #158.

Gradient Capital Advisors first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Gradient Capital Advisors held 262 shares of GE Vernova worth $249K as of Q3 2026.
  • Gradient Capital Advisors bought 69 GE Vernova shares in Q3 2026, an estimated $68.4K.
  • GE Vernova made up 0.06% of Gradient Capital Advisors's portfolio in Q3 2026, its #158 holding.
  • Gradient Capital Advisors first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.