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Summit Wealth Group, LLC/OK’s GE Vernova GEV Stock Holding History

Summit Wealth Group, LLC/OK’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 		– Sell
-173
Closed -$203K – 63
2026
Q2 		$203K Buy
+173
New +$177K 0.26% 62

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Amundi
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Nordea Investment Management
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Deutsche Bank
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Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
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Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Summit Wealth Group, LLC/OK's GEV Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of GE Vernova (GEV) in Q3 2026, closing a stake of 173 shares — an estimated $203K sold.

Summit Wealth Group, LLC/OK first reported a position in GEV in Q2 2026 and held it in 1 quarter. The position peaked at $203K in Q2 2026. 2,122 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Summit Wealth Group, LLC/OK reported no remaining GE Vernova position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group, LLC/OK sold 173 GE Vernova shares in Q3 2026, an estimated $203K.
  • Summit Wealth Group, LLC/OK first reported a position in GE Vernova in Q2 2026 and held it in 1 quarter.
  • Summit Wealth Group, LLC/OK's GE Vernova position peaked at $203K in Q2 2026.
  • 2,122 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.