Herold Advisors’s GE Vernova GEV Stock Holding History

Herold 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	$1.02M	Buy	1,075 +159	+17%	+$158K	0.2%	114
2026 Q2	$1.08M	Buy	916 +121	+15%	+$124K	0.21%	114
2026 Q1	$694K	Buy	795 +183	+30%	+$143K	0.15%	143
2025 Q4	$400K	Sell	612 -148	-19%	-$90.1K	0.09%	183
2025 Q3	$467K	Buy	760 +201	+36%	+$122K	0.11%	164
2025 Q2	$296K	Sell	559 -582	-51%	-$242K	0.06%	236
2025 Q1	$348K	Buy	1,141 +215	+23%	+$75K	0.08%	204
2024 Q4	$305K	Buy	+926	New	+$289K	0.07%	218

Other funds holding GEV

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Herold Advisors's GEV Position: Q3 2026 in Review

Herold Advisors increased its GE Vernova (GEV) stake by 17% in Q3 2026, buying an estimated $158K and bringing the position to 1,075 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #114.

Herold Advisors first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q2 2026. 1,025 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Herold Advisors held 1,075 shares of GE Vernova worth $1.02M as of Q3 2026.
Herold Advisors bought 159 GE Vernova shares in Q3 2026, an estimated $158K.
GE Vernova made up 0.2% of Herold Advisors's portfolio in Q3 2026, its #114 holding.
Herold Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
Herold Advisors's GE Vernova position peaked at $1.08M in Q2 2026.
1,025 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.