Patriot Financial Group Insurance Agency’s GE Vernova GEV Stock Holding History

Patriot Financial Group Insurance Agency’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	$4.07M	Sell	3,470 -3,762	-52%	-$3.84M	0.42%	62
2026 Q1	$6.31M	Buy	7,232 +3,560	+97%	+$2.78M	0.36%	76
2025 Q4	$2.4M	Buy	3,672 +52	+1%	+$31.7K	0.29%	97
2025 Q3	$2.23M	Buy	3,620 +1,680	+87%	+$1.02M	0.28%	93
2025 Q2	$1.03M	Buy	1,940 +11	+0.6%	+$4.58K	0.12%	206
2025 Q1	$589K	Buy	1,929 +232	+14%	+$80.9K	0.08%	265
2024 Q4	$558K	Hold	1,697	–	–	0.07%	269
2024 Q3	$433K	Sell	1,697 -175	-9%	-$33.6K	0.06%	313
2024 Q2	$321K	Buy	+1,872	New	+$297K	0.05%	355

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GEV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its GE Vernova (GEV) stake by 52% in Q2 2026, selling an estimated $3.84M and leaving 3,470 shares worth $4.07M. The position accounts for 0.42% of the portfolio, ranked #62.

Patriot Financial Group Insurance Agency first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.31M in Q1 2026. 2,243 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Patriot Financial Group Insurance Agency held 3,470 shares of GE Vernova worth $4.07M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 3,762 GE Vernova shares in Q2 2026, an estimated $3.84M.
GE Vernova made up 0.42% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #62 holding.
Patriot Financial Group Insurance Agency first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
Patriot Financial Group Insurance Agency's GE Vernova position peaked at $6.31M in Q1 2026.
2,243 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.