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Neville Rodie & Shaw’s GE Vernova GEV Stock Holding History

Neville Rodie & Shaw’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 		$14M Sell
14,724
-2,275
-13% -$2.25M 0.95% 25
2026
Q2 		$20M Sell
16,999
-489
-3% -$499K 1.29% 21
2026
Q1 		$15.3M Buy
17,488
+15
+0.1% +$11.7K 1.11% 26
2025
Q4 		$11.4M Buy
17,473
+370
+2% +$225K 0.81% 29
2025
Q3 		$10.5M Sell
17,103
-1,271
-7% -$770K 0.76% 35
2025
Q2 		$9.72M Sell
18,374
-189
-1% -$78.7K 0.72% 39
2025
Q1 		$5.67M Buy
18,563
+185
+1% +$64.5K 0.44% 56
2024
Q4 		$6.04M Sell
18,378
-70
-0.4% -$21.9K 0.44% 55
2024
Q3 		$4.7M Sell
18,448
-1,358
-7% -$261K 0.35% 60
2024
Q2 		$3.4M Buy
+19,806
New +$3.14M 0.26% 70

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Neville Rodie & Shaw's GEV Position: Q3 2026 in Review

Neville Rodie & Shaw reduced its GE Vernova (GEV) stake by 13% in Q3 2026, selling an estimated $2.25M and leaving 14,724 shares worth $14M. The position accounts for 0.95% of the portfolio, ranked #25.

Neville Rodie & Shaw first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $20M in Q2 2026. 46 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Neville Rodie & Shaw held 14,724 shares of GE Vernova worth $14M as of Q3 2026.
  • Neville Rodie & Shaw sold 2,275 GE Vernova shares in Q3 2026, an estimated $2.25M.
  • GE Vernova made up 0.95% of Neville Rodie & Shaw's portfolio in Q3 2026, its #25 holding.
  • Neville Rodie & Shaw first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
  • Neville Rodie & Shaw's GE Vernova position peaked at $20M in Q2 2026.
  • 46 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Neville Rodie & Shaw's 13F filing for Q3 2026, filed 5 Oct 2026.