Investment Research & Advisory Group’s GE Vernova GEV Stock Holding History

Investment Research & Advisory Group’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	$2.43M	Sell	2,061 -39	-2%	-$39.8K	0.75%	34
2026 Q1	$1.84M	Sell	2,100 -50	-2%	-$39K	0.64%	37
2025 Q4	$1.41M	Sell	2,150 -170	-7%	-$104K	0.47%	41
2025 Q3	$1.43M	Sell	2,320 -133	-5%	-$80.6K	0.48%	41
2025 Q2	$1.3M	Buy	2,453 +33	+1%	+$13.7K	0.48%	40
2025 Q1	$739K	Sell	2,420 -193	-7%	-$67.3K	0.31%	46
2024 Q4	$859K	Sell	2,613 -156	-6%	-$48.8K	0.36%	44
2024 Q3	$706K	Sell	2,769 -825	-23%	-$158K	0.3%	48
2024 Q2	$616K	Buy	+3,594	New	+$570K	0.27%	52

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Investment Research & Advisory Group's GEV Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its GE Vernova (GEV) stake by 1.9% in Q2 2026, selling an estimated $39.8K and leaving 2,061 shares worth $2.43M. The position accounts for 0.75% of the portfolio, ranked #34.

Investment Research & Advisory Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,364 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Investment Research & Advisory Group held 2,061 shares of GE Vernova worth $2.43M as of Q2 2026.
Investment Research & Advisory Group sold 39 GE Vernova shares in Q2 2026, an estimated $39.8K.
GE Vernova made up 0.75% of Investment Research & Advisory Group's portfolio in Q2 2026, its #34 holding.
Investment Research & Advisory Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,364 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.