Peterson Wealth Services’s GE Vernova GEV Stock Holding History

Peterson Wealth Services’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	$617K	Sell	525 -51	-9%	-$52.1K	0.13%	96
2026 Q1	$503K	Sell	576 -345	-37%	-$269K	0.12%	95
2025 Q4	$602K	Sell	921 -1,086	-54%	-$661K	0.15%	84
2025 Q3	$585K	Buy	2,007 +1,058	+111%	+$641K	0.14%	90
2025 Q2	$502K	Buy	949 +946	+31,533%	+$394K	0.14%	95
2025 Q1	$916	Sell	3 -53	-95%	-$18.5K	﹤0.01%	199
2024 Q4	$18.4K	Hold	56	–	–	0.01%	173
2024 Q3	$14.3K	Buy	+56	New	+$10.8K	﹤0.01%	182

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

Peterson Wealth Services's GEV Position: Q2 2026 in Review

Peterson Wealth Services reduced its GE Vernova (GEV) stake by 8.9% in Q2 2026, selling an estimated $52.1K and leaving 525 shares worth $617K. The position accounts for 0.13% of the portfolio, ranked #96.

Peterson Wealth Services first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Peterson Wealth Services held 525 shares of GE Vernova worth $617K as of Q2 2026.
Peterson Wealth Services sold 51 GE Vernova shares in Q2 2026, an estimated $52.1K.
GE Vernova made up 0.13% of Peterson Wealth Services's portfolio in Q2 2026, its #96 holding.
Peterson Wealth Services first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.