Mission Wealth Management
GEV icon

Mission Wealth Management’s GE Vernova GEV Stock Holding History

Mission 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 		– Hold
0
– -$587K – 1073
2026
Q2 		– Hold
0
– – – 631

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

Mission Wealth Management reduced its GE Vernova (GEV) stake by 50% in Q3 2026, selling an estimated $3.49M and leaving 3,464 shares worth $3.29M. The position accounts for 0.05% of the portfolio, ranked #203.

Mission Wealth Management first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.21M in Q2 2026. 523 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Mission Wealth Management held 3,464 shares of GE Vernova worth $3.29M as of Q3 2026.
  • Mission Wealth Management sold 3,526 GE Vernova shares in Q3 2026, an estimated $3.49M.
  • GE Vernova made up 0.05% of Mission Wealth Management's portfolio in Q3 2026, its #203 holding.
  • Mission Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
  • Mission Wealth Management's GE Vernova position peaked at $8.21M in Q2 2026.
  • 523 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.