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Legacy Financial Strategies’s GE Vernova GEV Stock Holding History

Legacy 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
Q3 		$795K Buy
837
+118
+16% +$117K 0.13% 69
2026
Q2 		$845K Buy
719
+58
+9% +$59.2K 0.13% 70
2026
Q1 		$577K Buy
661
+145
+28% +$113K 0.1% 75
2025
Q4 		$337K Buy
+516
New +$314K 0.06% 97

Other funds holding GEV

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 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Legacy Financial Strategies's GEV Position: Q3 2026 in Review

Legacy Financial Strategies increased its GE Vernova (GEV) stake by 16% in Q3 2026, buying an estimated $117K and bringing the position to 837 shares worth $795K. The position accounts for 0.13% of the portfolio, ranked #69.

Legacy Financial Strategies first reported a position in GEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $845K in Q2 2026. 469 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Legacy Financial Strategies held 837 shares of GE Vernova worth $795K as of Q3 2026.
  • Legacy Financial Strategies bought 118 GE Vernova shares in Q3 2026, an estimated $117K.
  • GE Vernova made up 0.13% of Legacy Financial Strategies's portfolio in Q3 2026, its #69 holding.
  • Legacy Financial Strategies first reported a position in GE Vernova in Q4 2025 and has held it in 4 quarters since.
  • Legacy Financial Strategies's GE Vernova position peaked at $845K in Q2 2026.
  • 469 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.