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Legacy Private Trust’s GE Vernova GEV Stock Holding History

Legacy Private Trust’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 		$1.51M Buy
1,585
+305
+24% +$302K 0.08% 134
2026
Q2 		$1.5M Buy
+1,280
New +$1.31M 0.08% 143

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Legacy Private Trust's GEV Position: Q3 2026 in Review

Legacy Private Trust increased its GE Vernova (GEV) stake by 24% in Q3 2026, buying an estimated $302K and bringing the position to 1,585 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #134.

Legacy Private Trust first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Legacy Private Trust held 1,585 shares of GE Vernova worth $1.51M as of Q3 2026.
  • Legacy Private Trust bought 305 GE Vernova shares in Q3 2026, an estimated $302K.
  • GE Vernova made up 0.08% of Legacy Private Trust's portfolio in Q3 2026, its #134 holding.
  • Legacy Private Trust first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.