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 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 $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

MinichMacGregor Wealth Management's GEV Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its GE Vernova (GEV) stake by 3.5% in Q2 2026, selling an estimated $87.8K and leaving 2,397 shares worth $2.82M. The position accounts for 0.43% of the portfolio, ranked #48.

MinichMacGregor Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,549 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

MinichMacGregor Wealth Management held 2,397 shares of GE Vernova worth $2.82M as of Q2 2026.
MinichMacGregor Wealth Management sold 86 GE Vernova shares in Q2 2026, an estimated $87.8K.
GE Vernova made up 0.43% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #48 holding.
MinichMacGregor Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,549 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.