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 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

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

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

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

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

Jamison Private Wealth Management's GEV Position: Q2 2026 in Review

Jamison Private Wealth Management increased its GE Vernova (GEV) stake by 7.7% in Q2 2026, buying an estimated $161K and bringing the position to 2,217 shares worth $2.6M. The position accounts for 0.26% of the portfolio, ranked #80.

Jamison Private Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,028 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Jamison Private Wealth Management held 2,217 shares of GE Vernova worth $2.6M as of Q2 2026.
Jamison Private Wealth Management bought 158 GE Vernova shares in Q2 2026, an estimated $161K.
GE Vernova made up 0.26% of Jamison Private Wealth Management's portfolio in Q2 2026, its #80 holding.
Jamison Private Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,028 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.