Graves Light Lenhart Wealth’s GE Vernova GEV Stock Holding History

Graves Light Lenhart Wealth’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	$666K	Sell	701 -46	-6%	-$45.6K	0.06%	103
2026 Q2	$878K	Buy	747 +49	+7%	+$50K	0.08%	97
2026 Q1	$609K	Hold	698	–	–	0.06%	107
2025 Q4	$456K	Hold	698	–	–	0.05%	118
2025 Q3	$429K	Sell	698 -19	-3%	-$11.5K	0.05%	124
2025 Q2	$379K	Hold	717	–	–	0.05%	129
2025 Q1	$219K	Buy	717 +1	+0.1%	+$349	0.03%	170
2024 Q4	$236K	Buy	+716	New	+$224K	0.03%	160

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Graves Light Lenhart Wealth's GEV Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its GE Vernova (GEV) stake by 6.2% in Q3 2026, selling an estimated $45.6K and leaving 701 shares worth $666K. The position accounts for 0.06% of the portfolio, ranked #103.

Graves Light Lenhart Wealth first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $878K in Q2 2026. 157 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Graves Light Lenhart Wealth held 701 shares of GE Vernova worth $666K as of Q3 2026.
Graves Light Lenhart Wealth sold 46 GE Vernova shares in Q3 2026, an estimated $45.6K.
GE Vernova made up 0.06% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #103 holding.
Graves Light Lenhart Wealth first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
Graves Light Lenhart Wealth's GE Vernova position peaked at $878K in Q2 2026.
157 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.