National Wealth Management Group’s GE Vernova GEV Stock Holding History

National Wealth Management Group’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	$321K	Hold	273	–	–	0.1%	164
2026 Q1	$238K	Sell	273 -43	-14%	-$33.5K	0.09%	191
2025 Q4	$207K	Buy	+316	New	+$192K	0.07%	237

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

National Wealth Management Group's GEV Position: Q2 2026 in Review

National Wealth Management Group held its GE Vernova (GEV) position steady in Q2 2026 at 273 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #164.

National Wealth Management Group first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 1,010 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

National Wealth Management Group held 273 shares of GE Vernova worth $321K as of Q2 2026.
National Wealth Management Group left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.1% of National Wealth Management Group's portfolio in Q2 2026, its #164 holding.
National Wealth Management Group first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
1,010 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.