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Pinnacle Wealth Management’s GE Vernova GEV Stock Holding History

Pinnacle 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 		$1.47M Buy
+1,251
New +$1.28M 0.91% 24
2026
Q1 		– Sell
-2,741
Closed -$1.79M – 41
2025
Q4 		$1.79M Buy
2,741
+183
+7% +$111K 1.21% 28
2025
Q3 		$1.57M Buy
+2,558
New +$1.55M 1.06% 32

Other funds holding GEV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Pinnacle Wealth Management's GEV Position: Q2 2026 in Review

Pinnacle Wealth Management opened a new position in GE Vernova (GEV) in Q2 2026: 1,251 shares worth $1.47M. The stake represents 0.91% of the portfolio and ranks #24 among its holdings. This is a return to the name: Pinnacle Wealth Management previously reported a position in GEV as recently as Q4 2025.

Pinnacle Wealth Management first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 900 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Pinnacle Wealth Management held 1,251 shares of GE Vernova worth $1.47M as of Q2 2026.
  • GE Vernova was a new Pinnacle Wealth Management position in Q2 2026.
  • GE Vernova made up 0.91% of Pinnacle Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Pinnacle Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management's GE Vernova position peaked at $1.79M in Q4 2025.
  • 900 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.