Jamison Private Wealth Management’s GE Vernova GEV Stock Holding History

Jamison Private 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	$2.64M	Buy	2,779 +562	+25%	+$557K	0.27%	79
2026 Q2	$2.6M	Buy	2,217 +158	+8%	+$161K	0.26%	80
2026 Q1	$1.8M	Buy	2,059 +74	+4%	+$57.7K	0.22%	95
2025 Q4	$1.3M	Buy	1,985 +52	+3%	+$31.7K	0.16%	108
2025 Q3	$1.19M	Sell	1,933 -27	-1%	-$16.4K	0.15%	108
2025 Q2	$1.04M	Sell	1,960 -21	-1%	-$8.74K	0.15%	104
2025 Q1	$605K	Sell	1,981 -138	-7%	-$48.1K	0.09%	132
2024 Q4	$697K	Sell	2,119 -147	-6%	-$46K	0.1%	118
2024 Q3	$578K	Sell	2,266 -422	-16%	-$81K	0.09%	134
2024 Q2	$461K	Buy	+2,688	New	+$426K	0.08%	137

Other funds holding GEV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Jamison Private Wealth Management's GEV Position: Q3 2026 in Review

Jamison Private Wealth Management increased its GE Vernova (GEV) stake by 25% in Q3 2026, buying an estimated $557K and bringing the position to 2,779 shares worth $2.64M. The position accounts for 0.27% of the portfolio, ranked #79.

Jamison Private Wealth Management first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. 2,585 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Jamison Private Wealth Management held 2,779 shares of GE Vernova worth $2.64M as of Q3 2026.
Jamison Private Wealth Management bought 562 GE Vernova shares in Q3 2026, an estimated $557K.
GE Vernova made up 0.27% of Jamison Private Wealth Management's portfolio in Q3 2026, its #79 holding.
Jamison Private Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
2,585 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

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