KWB Wealth
GEV icon

KWB Wealth’s GE Vernova GEV Stock Holding History

KWB 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
Q3 		$246K Buy
259
+1
+0.4% +$991 0.02% 165
2026
Q2 		$304K Buy
+258
New +$263K 0.03% 146

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KWB Wealth's GEV Position: Q3 2026 in Review

KWB Wealth increased its GE Vernova (GEV) stake by 0.39% in Q3 2026, buying an estimated $991 and bringing the position to 259 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #165.

KWB Wealth first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. The position peaked at $304K in Q2 2026. 1,403 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • KWB Wealth held 259 shares of GE Vernova worth $246K as of Q3 2026.
  • KWB Wealth bought 1 GE Vernova share in Q3 2026, an estimated $991.
  • GE Vernova made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #165 holding.
  • KWB Wealth first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
  • KWB Wealth's GE Vernova position peaked at $304K in Q2 2026.
  • 1,403 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.