Perigon Wealth Management
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Perigon Wealth Management’s GE Vernova GEV Stock Holding History

Perigon 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
Q3 		$7.41M Sell
7,795
-262
-3% -$260K 0.11% 161
2026
Q2 		$9.47M Sell
8,057
-297
-4% -$303K 0.15% 139
2026
Q1 		$7.29M Buy
8,354
+1,147
+16% +$895K 0.13% 156
2025
Q4 		$4.71M Buy
7,207
+812
+13% +$495K 0.08% 219
2025
Q3 		$3.93M Buy
6,395
+1,843
+40% +$1.12M 0.08% 235
2025
Q2 		$2.41M Buy
4,552
+397
+10% +$165K 0.06% 297
2025
Q1 		$1.27M Sell
4,155
-515
-11% -$180K 0.03% 398
2024
Q4 		$1.83M Buy
4,670
+1,074
+30% +$336K 0.04% 325
2024
Q3 		$917K Sell
3,596
-57
-2% -$10.9K 0.02% 458
2024
Q2 		$627K Buy
+3,653
New +$579K 0.02% 477

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Perigon Wealth Management's GEV Position: Q3 2026 in Review

Perigon Wealth Management reduced its GE Vernova (GEV) stake by 3.3% in Q3 2026, selling an estimated $260K and leaving 7,795 shares worth $7.41M. The position accounts for 0.11% of the portfolio, ranked #161.

Perigon Wealth Management first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.47M in Q2 2026. 1,445 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Perigon Wealth Management held 7,795 shares of GE Vernova worth $7.41M as of Q3 2026.
  • Perigon Wealth Management sold 262 GE Vernova shares in Q3 2026, an estimated $260K.
  • GE Vernova made up 0.11% of Perigon Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Perigon Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
  • Perigon Wealth Management's GE Vernova position peaked at $9.47M in Q2 2026.
  • 1,445 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.