Plan A Wealth’s GE Vernova GEV Stock Holding History

Plan A Wealth’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	$807K	Sell	849 -58	-6%	-$57.5K	0.29%	45
2026 Q2	$1.07M	Buy	907 +1	+0.1%	+$1.02K	0.45%	25
2026 Q1	$791K	Sell	906 -8	-0.9%	-$6.24K	0.38%	31
2025 Q4	$597K	Buy	914 +10	+1%	+$6.09K	0.29%	58
2025 Q3	$556K	Sell	904 -5	-0.6%	-$3.03K	0.28%	60
2025 Q2	$481K	Hold	909	–	–	0.27%	69
2025 Q1	$278K	Sell	909 -98	-10%	-$34.2K	0.22%	76
2024 Q4	$331K	Buy	+1,007	New	+$315K	0.3%	57

Other funds holding GEV

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Plan A Wealth's GEV Position: Q3 2026 in Review

Plan A Wealth reduced its GE Vernova (GEV) stake by 6.4% in Q3 2026, selling an estimated $57.5K and leaving 849 shares worth $807K. The position accounts for 0.29% of the portfolio, ranked #45.

Plan A Wealth first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2026. 174 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Plan A Wealth held 849 shares of GE Vernova worth $807K as of Q3 2026.
Plan A Wealth sold 58 GE Vernova shares in Q3 2026, an estimated $57.5K.
GE Vernova made up 0.29% of Plan A Wealth's portfolio in Q3 2026, its #45 holding.
Plan A Wealth first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's GE Vernova position peaked at $1.07M in Q2 2026.
174 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.