Helen Stephens Group
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Helen Stephens Group’s GE Vernova GEV Stock Holding History

Helen Stephens 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
Q3 		$322K Buy
339
+92
+37% +$91.2K 0.05% 107
2026
Q2 		$290K Buy
+247
New +$252K 0.05% 111

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Helen Stephens Group's GEV Position: Q3 2026 in Review

Helen Stephens Group increased its GE Vernova (GEV) stake by 37% in Q3 2026, buying an estimated $91.2K and bringing the position to 339 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #107.

Helen Stephens Group first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. 2,258 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Helen Stephens Group held 339 shares of GE Vernova worth $322K as of Q3 2026.
  • Helen Stephens Group bought 92 GE Vernova shares in Q3 2026, an estimated $91.2K.
  • GE Vernova made up 0.05% of Helen Stephens Group's portfolio in Q3 2026, its #107 holding.
  • Helen Stephens Group first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
  • 2,258 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.