Legacy Advisors
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Legacy Advisors’s GE Vernova GEV Stock Holding History

Legacy Advisors’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 		$1.14M Sell
1,200
-71
-6% -$70.4K 0.11% 105
2026
Q2 		$1.49M Buy
1,271
+15
+1% +$15.3K 0.14% 86
2026
Q1 		$1.1M Hold
1,256
– – 0.13% 98
2025
Q4 		$821K Buy
1,256
+418
+50% +$255K 0.09% 124
2025
Q3 		$516K Buy
+838
New +$508K 0.06% 146
2025
Q1 		$589K Buy
1,931
+425
+28% +$148K 0.06% 237
2024
Q4 		$495K Buy
1,506
+92
+7% +$28.8K 0.05% 253
2024
Q3 		$361K Buy
1,414
+176
+14% +$33.8K 0.04% 277
2024
Q2 		$212K Buy
+1,238
New +$196K 0.03% 311

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Legacy Advisors's GEV Position: Q3 2026 in Review

Legacy Advisors reduced its GE Vernova (GEV) stake by 5.6% in Q3 2026, selling an estimated $70.4K and leaving 1,200 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #105.

Legacy Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q2 2026. 2,258 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Legacy Advisors held 1,200 shares of GE Vernova worth $1.14M as of Q3 2026.
  • Legacy Advisors sold 71 GE Vernova shares in Q3 2026, an estimated $70.4K.
  • GE Vernova made up 0.11% of Legacy Advisors's portfolio in Q3 2026, its #105 holding.
  • Legacy Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Legacy Advisors's GE Vernova position peaked at $1.49M in Q2 2026.
  • 2,258 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.