Legacy Financial Group (Iowa)
GEV icon

Legacy Financial Group (Iowa)’s GE Vernova GEV Stock Holding History

Legacy Financial Group (Iowa)’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 		$209K Sell
178
-56
-24% -$57.2K 0.02% 130
2026
Q1 		$204K Buy
+234
New +$183K 0.03% 119

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Legacy Financial Group (Iowa)'s GEV Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its GE Vernova (GEV) stake by 24% in Q2 2026, selling an estimated $57.2K and leaving 178 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #130.

Legacy Financial Group (Iowa) first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Legacy Financial Group (Iowa) held 178 shares of GE Vernova worth $209K as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 56 GE Vernova shares in Q2 2026, an estimated $57.2K.
  • GE Vernova made up 0.02% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #130 holding.
  • Legacy Financial Group (Iowa) first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.