Merit Financial Group’s GE Vernova GEV Stock Holding History

Merit Financial Group’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	$21.6M	Buy	18,386 +1,089	+6%	+$1.11M	0.13%	136
2026 Q1	$15.1M	Buy	17,297 +2,217	+15%	+$1.73M	0.11%	165
2025 Q4	$9.86M	Buy	15,080 +2,230	+17%	+$1.36M	0.08%	207
2025 Q3	$7.9M	Buy	12,850 +1,126	+10%	+$682K	0.07%	206
2025 Q2	$6.2M	Buy	11,724 +1,089	+10%	+$453K	0.07%	221
2025 Q1	$3.25M	Buy	10,635 +4,030	+61%	+$1.41M	0.05%	302
2024 Q4	$2.17M	Buy	6,605 +1,270	+24%	+$397K	0.04%	336
2024 Q3	$1.36M	Buy	5,335 +85	+2%	+$16.3K	0.03%	350
2024 Q2	$900K	Sell	5,250 -516	-9%	-$81.8K	0.02%	444
2024 Q1	$959K	Buy	+5,766	New	+$773K	0.02%	411

Other funds holding GEV

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group's GEV Position: Q2 2026 in Review

Merit Financial Group increased its GE Vernova (GEV) stake by 6.3% in Q2 2026, buying an estimated $1.11M and bringing the position to 18,386 shares worth $21.6M. The position accounts for 0.13% of the portfolio, ranked #136.

Merit Financial Group first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. 618 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Merit Financial Group held 18,386 shares of GE Vernova worth $21.6M as of Q2 2026.
Merit Financial Group bought 1,089 GE Vernova shares in Q2 2026, an estimated $1.11M.
GE Vernova made up 0.13% of Merit Financial Group's portfolio in Q2 2026, its #136 holding.
Merit Financial Group first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
618 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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