Mindset Wealth Management
GEV icon

Mindset Wealth Management’s GE Vernova GEV Stock Holding History

Mindset 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 		$1.11M Buy
1,165
+1
+0.1% +$991 0.2% 52
2026
Q2 		$1.37M Buy
1,164
+3
+0.3% +$3.06K 0.26% 40
2026
Q1 		$1.01M Buy
1,161
+181
+18% +$141K 0.27% 46
2025
Q4 		$641K Buy
980
+131
+15% +$79.8K 0.17% 67
2025
Q3 		$522K Buy
849
+294
+53% +$178K 0.14% 80
2025
Q2 		$294K Buy
+555
New +$231K 0.1% 116

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

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

Mindset Wealth Management increased its GE Vernova (GEV) stake by 0.09% in Q3 2026, buying an estimated $991 and bringing the position to 1,165 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #52.

Mindset Wealth Management first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2026. 939 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Mindset Wealth Management held 1,165 shares of GE Vernova worth $1.11M as of Q3 2026.
  • Mindset Wealth Management bought 1 GE Vernova share in Q3 2026, an estimated $991.
  • GE Vernova made up 0.2% of Mindset Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Mindset Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
  • Mindset Wealth Management's GE Vernova position peaked at $1.37M in Q2 2026.
  • 939 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.