MinichMacGregor Wealth Management’s GE Vernova GEV Stock Holding History

MinichMacGregor 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	$2.23M	Sell	2,345 -52	-2%	-$51.5K	0.36%	49
2026 Q2	$2.82M	Sell	2,397 -86	-3%	-$87.8K	0.43%	48
2026 Q1	$2.17M	Hold	2,483	–	–	0.38%	48
2025 Q4	$1.62M	Sell	2,483 -17	-0.7%	-$10.4K	0.29%	51
2025 Q3	$1.54M	Sell	2,500 -78	-3%	-$47.3K	0.3%	49
2025 Q2	$1.36M	Buy	2,578 +17	+0.7%	+$7.08K	0.29%	47
2025 Q1	$782K	Sell	2,561 -165	-6%	-$57.5K	0.18%	54
2024 Q4	$897K	Buy	2,726 +540	+25%	+$169K	0.19%	56
2024 Q3	$557K	Buy	2,186 +245	+13%	+$47K	0.12%	63
2024 Q2	$333K	Buy	+1,941	New	+$308K	0.08%	78

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

MinichMacGregor Wealth Management reduced its GE Vernova (GEV) stake by 2.2% in Q3 2026, selling an estimated $51.5K and leaving 2,345 shares worth $2.23M. The position accounts for 0.36% of the portfolio, ranked #49.

MinichMacGregor Wealth Management first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.82M in Q2 2026. 1,633 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

MinichMacGregor Wealth Management held 2,345 shares of GE Vernova worth $2.23M as of Q3 2026.
MinichMacGregor Wealth Management sold 52 GE Vernova shares in Q3 2026, an estimated $51.5K.
GE Vernova made up 0.36% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #49 holding.
MinichMacGregor Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
MinichMacGregor Wealth Management's GE Vernova position peaked at $2.82M in Q2 2026.
1,633 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.