Integris Wealth Management
GEV icon

Integris Wealth Management’s GE Vernova GEV Stock Holding History

Integris Wealth Management’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 		$312K Sell
328
-3
-0.9% -$2.97K 0.06% 97
2026
Q2 		$389K Sell
331
-22
-6% -$22.5K 0.08% 87
2026
Q1 		$308K Hold
353
– – 0.07% 85
2025
Q4 		$231K Hold
353
– – 0.05% 108
2025
Q3 		$217K Buy
+353
New +$214K 0.05% 112

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Integris Wealth Management's GEV Position: Q3 2026 in Review

Integris Wealth Management reduced its GE Vernova (GEV) stake by 0.91% in Q3 2026, selling an estimated $2.97K and leaving 328 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #97.

Integris Wealth Management first reported a position in GEV in Q3 2025 and has held it in 5 quarters since. The position peaked at $389K in Q2 2026. 2,639 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Integris Wealth Management held 328 shares of GE Vernova worth $312K as of Q3 2026.
  • Integris Wealth Management sold 3 GE Vernova shares in Q3 2026, an estimated $2.97K.
  • GE Vernova made up 0.06% of Integris Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Integris Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 5 quarters since.
  • Integris Wealth Management's GE Vernova position peaked at $389K in Q2 2026.
  • 2,639 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.