Holos Integrated Wealth’s GE Vernova GEV Stock Holding History

Holos Integrated Wealth’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	$156K	Hold	172	–	–	0.07%	98
2026 Q2	$185K	Hold	172	–	–	0.09%	88
2026 Q1	$157K	Hold	172	–	–	0.08%	96
2025 Q4	$117K	Hold	172	–	–	0.07%	89
2025 Q3	$104K	Hold	172	–	–	0.06%	86
2025 Q2	$112K	Hold	172	–	–	0.07%	81
2025 Q1	$52.5K	Hold	172	–	–	0.03%	112
2024 Q4	$56.6K	Buy	+172	New	+$53.8K	0.04%	105

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

Holos Integrated Wealth's GEV Position: Q3 2026 in Review

Holos Integrated Wealth held its GE Vernova (GEV) position steady in Q3 2026 at 172 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #98.

Holos Integrated Wealth first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $185K in Q2 2026. 1,025 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Holos Integrated Wealth held 172 shares of GE Vernova worth $156K as of Q3 2026.
Holos Integrated Wealth left its GE Vernova share count unchanged in Q3 2026.
GE Vernova made up 0.07% of Holos Integrated Wealth's portfolio in Q3 2026, its #98 holding.
Holos Integrated Wealth first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's GE Vernova position peaked at $185K in Q2 2026.
1,025 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.