Moss Adams Wealth Advisors’s GE Vernova GEV Stock Holding History

Moss Adams Wealth Advisors’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	$1.6M	Buy	1,360 +315	+30%	+$322K	0.1%	67
2026 Q1	$913K	Buy	1,045 +70	+7%	+$54.6K	0.07%	90
2025 Q4	$637K	Buy	975 +39	+4%	+$23.8K	0.05%	112
2025 Q3	$576K	Buy	936 +34	+4%	+$20.6K	0.04%	118
2025 Q2	$477K	Buy	902 +229	+34%	+$95.3K	0.04%	134
2025 Q1	$205K	Buy	+673	New	+$235K	0.02%	205

Other funds holding GEV

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

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

CAM

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Moss Adams Wealth Advisors's GEV Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its GE Vernova (GEV) stake by 30% in Q2 2026, buying an estimated $322K and bringing the position to 1,360 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #67.

Moss Adams Wealth Advisors first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 1,357 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Moss Adams Wealth Advisors held 1,360 shares of GE Vernova worth $1.6M as of Q2 2026.
Moss Adams Wealth Advisors bought 315 GE Vernova shares in Q2 2026, an estimated $322K.
GE Vernova made up 0.1% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Moss Adams Wealth Advisors first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
1,357 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.