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Kaizen Financial Strategies’s GE Vernova GEV Stock Holding History

Kaizen Financial Strategies’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 		$1.14M Sell
1,003
-3
-0.3% -$3.06K 0.37% 49
2026
Q1 		$984K Buy
1,006
+358
+55% +$279K 0.42% 43
2025
Q4 		$423K Buy
648
+241
+59% +$147K 0.19% 96
2025
Q3 		$224K Buy
407
+2
+0.5% +$1.21K 0.1% 140
2025
Q2 		$214K Buy
+405
New +$169K 0.11% 140

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Kaizen Financial Strategies's GEV Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its GE Vernova (GEV) stake by 0.3% in Q2 2026, selling an estimated $3.06K and leaving 1,003 shares worth $1.14M. The position accounts for 0.37% of the portfolio, ranked #49.

Kaizen Financial Strategies first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,552 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Kaizen Financial Strategies held 1,003 shares of GE Vernova worth $1.14M as of Q2 2026.
  • Kaizen Financial Strategies sold 3 GE Vernova shares in Q2 2026, an estimated $3.06K.
  • GE Vernova made up 0.37% of Kaizen Financial Strategies's portfolio in Q2 2026, its #49 holding.
  • Kaizen Financial Strategies first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 1,552 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.