Paragon Private Wealth Management’s GE Vernova GEV Stock Holding History

Paragon Private 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	$764K	Buy	650 +186	+40%	+$190K	0.2%	120
2026 Q1	$405K	Buy	464 +16	+4%	+$12.5K	0.13%	159
2025 Q4	$293K	Buy	448 +85	+23%	+$51.8K	0.09%	185
2025 Q3	$223K	Buy	+363	New	+$220K	0.07%	204

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

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

Paragon Private Wealth Management's GEV Position: Q2 2026 in Review

Paragon Private Wealth Management increased its GE Vernova (GEV) stake by 40% in Q2 2026, buying an estimated $190K and bringing the position to 650 shares worth $764K. The position accounts for 0.2% of the portfolio, ranked #120.

Paragon Private Wealth Management first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 1,580 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Paragon Private Wealth Management held 650 shares of GE Vernova worth $764K as of Q2 2026.
Paragon Private Wealth Management bought 186 GE Vernova shares in Q2 2026, an estimated $190K.
GE Vernova made up 0.2% of Paragon Private Wealth Management's portfolio in Q2 2026, its #120 holding.
Paragon Private Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
1,580 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.