Kaufman Rossin Wealth’s GE Vernova GEV Stock Holding History

Kaufman Rossin 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 Q2	$963K	Sell	895 -369	-29%	-$377K	0.46%	25
2026 Q1	$1.1M	Sell	1,264 -110	-8%	-$85.8K	0.63%	22
2025 Q4	$898K	Sell	1,374 -22	-2%	-$13.4K	0.47%	30
2025 Q3	$859K	Buy	1,396 +49	+4%	+$29.7K	0.47%	29
2025 Q2	$713K	Sell	1,347 -82	-6%	-$34.1K	0.45%	34
2025 Q1	$436K	Buy	+1,429	New	+$498K	0.31%	50

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

Kaufman Rossin Wealth's GEV Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its GE Vernova (GEV) stake by 29% in Q2 2026, selling an estimated $377K and leaving 895 shares worth $963K. The position accounts for 0.46% of the portfolio, ranked #25.

Kaufman Rossin Wealth first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Kaufman Rossin Wealth held 895 shares of GE Vernova worth $963K as of Q2 2026.
Kaufman Rossin Wealth sold 369 GE Vernova shares in Q2 2026, an estimated $377K.
GE Vernova made up 0.46% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #25 holding.
Kaufman Rossin Wealth first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
Kaufman Rossin Wealth's GE Vernova position peaked at $1.1M in Q1 2026.
1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.