Intergy Private Wealth
GEV icon

Intergy Private Wealth’s GE Vernova GEV Stock Holding History

Intergy Private 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 		$202K Sell
213
-16
-7% -$15.9K 0.05% 136
2026
Q2 		$269K Buy
+229
New +$234K 0.06% 112

Other funds holding GEV

Parnassus Investments
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Intergy Private Wealth's GEV Position: Q3 2026 in Review

Intergy Private Wealth reduced its GE Vernova (GEV) stake by 7% in Q3 2026, selling an estimated $15.9K and leaving 213 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #136.

Intergy Private Wealth first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. The position peaked at $269K in Q2 2026. 1,025 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Intergy Private Wealth held 213 shares of GE Vernova worth $202K as of Q3 2026.
  • Intergy Private Wealth sold 16 GE Vernova shares in Q3 2026, an estimated $15.9K.
  • GE Vernova made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #136 holding.
  • Intergy Private Wealth first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
  • Intergy Private Wealth's GE Vernova position peaked at $269K in Q2 2026.
  • 1,025 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.