Howard Financial Services’s GE Vernova GEV Stock Holding History

Howard Financial Services’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	$1.53M	Buy	1,608 +45	+3%	+$44.6K	0.16%	58
2026 Q2	$1.84M	Buy	1,563 +191	+14%	+$195K	0.2%	49
2026 Q1	$1.2M	Sell	1,372 -198	-13%	-$154K	0.13%	67
2025 Q4	$1.03M	Buy	1,570 +768	+96%	+$468K	0.12%	69
2025 Q3	$493K	Buy	802 +50	+7%	+$30.3K	0.06%	109
2025 Q2	$398K	Sell	752 -13	-2%	-$5.41K	0.05%	122
2025 Q1	$234K	Sell	765 -56	-7%	-$19.5K	0.03%	161
2024 Q4	$270K	Buy	+821	New	+$257K	0.04%	159

Other funds holding GEV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Howard Financial Services's GEV Position: Q3 2026 in Review

Howard Financial Services increased its GE Vernova (GEV) stake by 2.9% in Q3 2026, buying an estimated $44.6K and bringing the position to 1,608 shares worth $1.53M. The position accounts for 0.16% of the portfolio, ranked #58.

Howard Financial Services first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q2 2026. 2,109 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Howard Financial Services held 1,608 shares of GE Vernova worth $1.53M as of Q3 2026.
Howard Financial Services bought 45 GE Vernova shares in Q3 2026, an estimated $44.6K.
GE Vernova made up 0.16% of Howard Financial Services's portfolio in Q3 2026, its #58 holding.
Howard Financial Services first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
Howard Financial Services's GE Vernova position peaked at $1.84M in Q2 2026.
2,109 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.