Holistic Planning’s GE Vernova GEV Stock Holding History

Holistic Planning’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	$262K	Buy	+276	New	+$274K	0.04%	303

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Holistic Planning's GEV Position: Q3 2026 in Review

Holistic Planning opened a new position in GE Vernova (GEV) in Q3 2026: 276 shares worth $262K. The stake represents 0.04% of the portfolio and ranks #303 among its holdings.

1,770 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Holistic Planning held 276 shares of GE Vernova worth $262K as of Q3 2026.
GE Vernova was a new Holistic Planning position in Q3 2026.
GE Vernova made up 0.04% of Holistic Planning's portfolio in Q3 2026, its #303 holding.
1,770 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.