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
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

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
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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Planned Solutions's GEV Position: Q2 2026 in Review

Planned Solutions opened a new position in GE Vernova (GEV) in Q2 2026: 174 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #149 among its holdings. This is a return to the name: Planned Solutions previously reported a position in GEV as recently as Q3 2024.

Planned Solutions first reported a position in GEV in Q3 2024 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Planned Solutions held 174 shares of GE Vernova worth $204K as of Q2 2026.
  • GE Vernova was a new Planned Solutions position in Q2 2026.
  • GE Vernova made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #149 holding.
  • Planned Solutions first reported a position in GE Vernova in Q3 2024 and has held it in 2 quarters since.
  • 618 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.