Gradient Investments
GEV icon

Gradient Investments’s GE Vernova GEV Stock Holding History

Gradient Investments’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 		$213K Buy
224
+45
+25% +$44.6K ﹤0.01% 447
2026
Q2 		$210K Buy
+179
New +$183K ﹤0.01% 439
2024
Q3 		– Sell
-156
Closed -$26.8K – 1345
2024
Q2 		$26.8K Buy
+156
New +$24.7K ﹤0.01% 594

Other funds holding GEV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Gradient Investments's GEV Position: Q3 2026 in Review

Gradient Investments increased its GE Vernova (GEV) stake by 25% in Q3 2026, buying an estimated $44.6K and bringing the position to 224 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Gradient Investments first reported a position in GEV in Q2 2024 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Gradient Investments held 224 shares of GE Vernova worth $213K as of Q3 2026.
  • Gradient Investments bought 45 GE Vernova shares in Q3 2026, an estimated $44.6K.
  • GE Vernova made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #447 holding.
  • Gradient Investments first reported a position in GE Vernova in Q2 2024 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.