Hoertkorn Richard Charles’s GE Vernova GEV Stock Holding History

Hoertkorn Richard Charles’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	$6.69M	Sell	5,691 -111	-2%	-$113K	4.48%	8
2026 Q1	$5.07M	Sell	5,802 -9,453	-62%	-$7.38M	4.16%	9
2025 Q4	$10.6M	Sell	15,255 -1,326	-8%	-$808K	4.13%	9
2025 Q3	$10.2M	Sell	16,581 -336	-2%	-$204K	3.94%	9
2025 Q2	$8.95M	Sell	16,917 -10	-0.1%	-$4.16K	3.79%	11
2025 Q1	$5.17M	Sell	16,927 -613	-3%	-$214K	2.39%	14
2024 Q4	$5.77M	Sell	17,540 -272	-2%	-$85K	2.37%	14
2024 Q3	$4.54M	Sell	17,812 -331	-2%	-$63.6K	1.96%	15
2024 Q2	$3.11M	Buy	+18,143	New	+$2.88M	1.36%	21

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Hoertkorn Richard Charles's GEV Position: Q2 2026 in Review

Hoertkorn Richard Charles reduced its GE Vernova (GEV) stake by 1.9% in Q2 2026, selling an estimated $113K and leaving 5,691 shares worth $6.69M. The position accounts for 4.48% of the portfolio, ranked #8.

Hoertkorn Richard Charles first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.6M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Hoertkorn Richard Charles held 5,691 shares of GE Vernova worth $6.69M as of Q2 2026.
Hoertkorn Richard Charles sold 111 GE Vernova shares in Q2 2026, an estimated $113K.
GE Vernova made up 4.48% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #8 holding.
Hoertkorn Richard Charles first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
Hoertkorn Richard Charles's GE Vernova position peaked at $10.6M in Q4 2025.
1,010 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.