GFG
GEV icon

Greystone Financial Group’s GE Vernova GEV Stock Holding History

Greystone Financial Group’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 		$372K Sell
317
-44
-12% -$44.9K 0.1% 67
2026
Q1 		$315K Buy
+361
New +$282K 0.09% 69

Other funds holding GEV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Greystone Financial Group's GEV Position: Q2 2026 in Review

Greystone Financial Group reduced its GE Vernova (GEV) stake by 12% in Q2 2026, selling an estimated $44.9K and leaving 317 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #67.

Greystone Financial Group first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 1,681 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Greystone Financial Group held 317 shares of GE Vernova worth $372K as of Q2 2026.
  • Greystone Financial Group sold 44 GE Vernova shares in Q2 2026, an estimated $44.9K.
  • GE Vernova made up 0.1% of Greystone Financial Group's portfolio in Q2 2026, its #67 holding.
  • Greystone Financial Group first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 1,681 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.