PS
GEV icon

Planned Solutions’s GE Vernova GEV Stock Holding History

Planned Solutions’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 		– Sell
-174
Closed -$204K – 164
2026
Q2 		$204K Buy
+174
New +$178K 0.06% 149
2024
Q4 		– Sell
-21
Closed -$5.36K – 656
2024
Q3 		$5.36K Buy
+21
New +$4.03K ﹤0.01% 497

Other funds holding GEV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Planned Solutions's GEV Position: Q3 2026 in Review

Planned Solutions sold out of GE Vernova (GEV) in Q3 2026, closing a stake of 174 shares — an estimated $204K sold.

Planned Solutions first reported a position in GEV in Q3 2024 and held it in 2 quarters. The position peaked at $204K in Q2 2026. 662 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Planned Solutions reported no remaining GE Vernova position as of Q3 2026 after selling out during the quarter.
  • Planned Solutions sold 174 GE Vernova shares in Q3 2026, an estimated $204K.
  • Planned Solutions first reported a position in GE Vernova in Q3 2024 and held it in 2 quarters.
  • Planned Solutions's GE Vernova position peaked at $204K in Q2 2026.
  • 662 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.