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LifeGoal Wealth Advisors’s GE Vernova GEV Stock Holding History

LifeGoal Wealth 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
Q2 		$587K Buy
500
+37
+8% +$37.8K 0.27% 53
2026
Q1 		$414K Buy
+463
New +$361K 0.24% 62

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LifeGoal Wealth Advisors's GEV Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its GE Vernova (GEV) stake by 8% in Q2 2026, buying an estimated $37.8K and bringing the position to 500 shares worth $587K. The position accounts for 0.27% of the portfolio, ranked #53.

LifeGoal Wealth Advisors first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • LifeGoal Wealth Advisors held 500 shares of GE Vernova worth $587K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 37 GE Vernova shares in Q2 2026, an estimated $37.8K.
  • GE Vernova made up 0.27% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • LifeGoal Wealth Advisors first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.