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 Q3	$571K	Buy	601 +76	+14%	+$75.3K	0.12%	95
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Peterson Wealth Services's GEV Position: Q3 2026 in Review

Peterson Wealth Services increased its GE Vernova (GEV) stake by 14% in Q3 2026, buying an estimated $75.3K and bringing the position to 601 shares worth $571K. The position accounts for 0.12% of the portfolio, ranked #95.

Peterson Wealth Services first reported a position in GEV in Q3 2024 and has held it in 9 quarters since. The position peaked at $617K in Q2 2026. 2,109 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Peterson Wealth Services held 601 shares of GE Vernova worth $571K as of Q3 2026.
Peterson Wealth Services bought 76 GE Vernova shares in Q3 2026, an estimated $75.3K.
GE Vernova made up 0.12% of Peterson Wealth Services's portfolio in Q3 2026, its #95 holding.
Peterson Wealth Services first reported a position in GE Vernova in Q3 2024 and has held it in 9 quarters since.
Peterson Wealth Services's GE Vernova position peaked at $617K in Q2 2026.
2,109 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.