Pinnacle Wealth Planning Services
GEV icon

Pinnacle Wealth Planning Services’s GE Vernova GEV Stock Holding History

Pinnacle Wealth Planning 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 		$1.73M Buy
1,819
+11
+0.6% +$10.9K 0.17% 78
2026
Q2 		$2.12M Sell
1,808
-46
-2% -$47K 0.2% 67
2026
Q1 		$1.62M Buy
1,854
+25
+1% +$19.5K 0.17% 74
2025
Q4 		$1.2M Buy
1,829
+26
+1% +$15.8K 0.12% 88
2025
Q3 		$1.11M Buy
1,803
+361
+25% +$219K 0.13% 91
2025
Q2 		$763K Buy
1,442
+416
+41% +$173K 0.1% 124
2025
Q1 		$313K Buy
1,026
+19
+2% +$6.62K 0.05% 249
2024
Q4 		$331K Sell
1,007
-332
-25% -$104K 0.05% 231
2024
Q3 		$341K Buy
1,339
+101
+8% +$19.4K 0.05% 263
2024
Q2 		$212K Buy
+1,238
New +$196K 0.03% 407

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's GEV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its GE Vernova (GEV) stake by 0.61% in Q3 2026, buying an estimated $10.9K and bringing the position to 1,819 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #78.

Pinnacle Wealth Planning Services first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.12M in Q2 2026. 2,134 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,819 shares of GE Vernova worth $1.73M as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 11 GE Vernova shares in Q3 2026, an estimated $10.9K.
  • GE Vernova made up 0.17% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #78 holding.
  • Pinnacle Wealth Planning Services first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
  • Pinnacle Wealth Planning Services's GE Vernova position peaked at $2.12M in Q2 2026.
  • 2,134 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.