Old North State Wealth Management’s GE Vernova GEV Stock Holding History

Old North State 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 Q2	$4.3M	Buy	3,657 +168	+5%	+$171K	1.84%	19
2026 Q1	$3.05M	Sell	3,489 -2,015	-37%	-$1.57M	1.41%	30
2025 Q4	$3.6M	Buy	5,504 +4,062	+282%	+$2.47M	1.69%	23
2025 Q3	$887K	Buy	1,442 +26	+2%	+$15.8K	0.42%	51
2025 Q2	$750K	Buy	+1,416	New	+$590K	0.39%	54

Other funds holding GEV

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

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

CRM

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Old North State Wealth Management's GEV Position: Q2 2026 in Review

Old North State Wealth Management increased its GE Vernova (GEV) stake by 4.8% in Q2 2026, buying an estimated $171K and bringing the position to 3,657 shares worth $4.3M. The position accounts for 1.84% of the portfolio, ranked #19.

Old North State Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 705 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Old North State Wealth Management held 3,657 shares of GE Vernova worth $4.3M as of Q2 2026.
Old North State Wealth Management bought 168 GE Vernova shares in Q2 2026, an estimated $171K.
GE Vernova made up 1.84% of Old North State Wealth Management's portfolio in Q2 2026, its #19 holding.
Old North State Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
705 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.