Halbert Hargrove Global Advisors’s GE Vernova GEV Stock Holding History

Halbert Hargrove Global 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	$56.1K	Sell	59 -6	-9%	-$5.95K	﹤0.01%	195
2026 Q2	$76.4K	Buy	65 +3	+5%	+$3.06K	﹤0.01%	175
2026 Q1	$54.3K	Sell	62 -3	-5%	-$2.34K	﹤0.01%	186
2025 Q4	$42.7K	Buy	65 +53	+442%	+$32.3K	﹤0.01%	204
2025 Q3	$7.54K	Buy	12 +9	+300%	+$5.45K	﹤0.01%	365
2025 Q2	$1.73K	Sell	3 -7	-70%	-$2.92K	﹤0.01%	291
2025 Q1	$3.2K	Buy	10 +6	+150%	+$2.09K	﹤0.01%	350
2024 Q4	$1.32K	Buy	+4	New	+$1.25K	﹤0.01%	284

Other funds holding GEV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Halbert Hargrove Global Advisors's GEV Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its GE Vernova (GEV) stake by 9.2% in Q3 2026, selling an estimated $5.95K and leaving 59 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Halbert Hargrove Global Advisors first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $76.4K in Q2 2026. 2,280 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Halbert Hargrove Global Advisors held 59 shares of GE Vernova worth $56.1K as of Q3 2026.
Halbert Hargrove Global Advisors sold 6 GE Vernova shares in Q3 2026, an estimated $5.95K.
GE Vernova made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #195 holding.
Halbert Hargrove Global Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's GE Vernova position peaked at $76.4K in Q2 2026.
2,280 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.