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Portus Wealth Advisors’s GE Vernova GEV Stock Holding History

Portus Wealth Advisors’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 		$1.74M Buy
1,831
+41
+2% +$40.6K 1.43% 21
2026
Q2 		$2.1M Buy
1,790
+113
+7% +$115K 1.73% 16
2026
Q1 		$1.46M Buy
1,677
+954
+132% +$744K 1.38% 19
2025
Q4 		$472K Buy
723
+135
+23% +$82.2K 0.45% 37
2025
Q3 		$362K Buy
+588
New +$356K 0.36% 41

Other funds holding GEV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SC
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
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Portus Wealth Advisors's GEV Position: Q3 2026 in Review

Portus Wealth Advisors increased its GE Vernova (GEV) stake by 2.3% in Q3 2026, buying an estimated $40.6K and bringing the position to 1,831 shares worth $1.74M. The position accounts for 1.43% of the portfolio, ranked #21.

Portus Wealth Advisors first reported a position in GEV in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.1M in Q2 2026. 244 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Portus Wealth Advisors held 1,831 shares of GE Vernova worth $1.74M as of Q3 2026.
  • Portus Wealth Advisors bought 41 GE Vernova shares in Q3 2026, an estimated $40.6K.
  • GE Vernova made up 1.43% of Portus Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Portus Wealth Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's GE Vernova position peaked at $2.1M in Q2 2026.
  • 244 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.