LifeSteps Financial’s GE Vernova GEV Stock Holding History

LifeSteps Financial’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	$532K	Buy	453 +4	+0.9%	+$4.08K	0.25%	59
2026 Q1	$392K	Sell	449 -6	-1%	-$4.68K	0.25%	60
2025 Q4	$297K	Buy	455 +10	+2%	+$6.09K	0.19%	74
2025 Q3	$274K	Sell	445 -14	-3%	-$8.48K	0.18%	75
2025 Q2	$243K	Buy	+459	New	+$191K	0.17%	78

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

LifeSteps Financial's GEV Position: Q2 2026 in Review

LifeSteps Financial increased its GE Vernova (GEV) stake by 0.89% in Q2 2026, buying an estimated $4.08K and bringing the position to 453 shares worth $532K. The position accounts for 0.25% of the portfolio, ranked #59.

LifeSteps Financial first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

LifeSteps Financial held 453 shares of GE Vernova worth $532K as of Q2 2026.
LifeSteps Financial bought 4 GE Vernova shares in Q2 2026, an estimated $4.08K.
GE Vernova made up 0.25% of LifeSteps Financial's portfolio in Q2 2026, its #59 holding.
LifeSteps Financial first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.