Level Wealth Management
GEV icon

Level Wealth Management’s GE Vernova GEV Stock Holding History

Level Wealth Management’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 		$413K Hold
435
– – 0.16% 52
2026
Q2 		$511K Hold
435
– – 0.2% 35
2026
Q1 		$380K Hold
435
– – 0.18% 44
2025
Q4 		$284K Sell
435
-133
-23% -$81K 0.15% 52
2025
Q3 		$349K Hold
568
– – 0.18% 47
2025
Q2 		$301K Buy
+568
New +$236K 0.17% 52

Other funds holding GEV

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
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
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Level Wealth Management's GEV Position: Q3 2026 in Review

Level Wealth Management held its GE Vernova (GEV) position steady in Q3 2026 at 435 shares worth $413K. The position accounts for 0.16% of the portfolio, ranked #52.

Level Wealth Management first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $511K in Q2 2026. 1,025 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Level Wealth Management held 435 shares of GE Vernova worth $413K as of Q3 2026.
  • Level Wealth Management left its GE Vernova share count unchanged in Q3 2026.
  • GE Vernova made up 0.16% of Level Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Level Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
  • Level Wealth Management's GE Vernova position peaked at $511K in Q2 2026.
  • 1,025 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.