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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
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

Integris Wealth Management's GEV Position: Q2 2026 in Review

Integris Wealth Management reduced its GE Vernova (GEV) stake by 6.2% in Q2 2026, selling an estimated $22.5K and leaving 331 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #87.

Integris Wealth Management first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Integris Wealth Management held 331 shares of GE Vernova worth $389K as of Q2 2026.
  • Integris Wealth Management sold 22 GE Vernova shares in Q2 2026, an estimated $22.5K.
  • GE Vernova made up 0.08% of Integris Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Integris Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.