PCS
GEV icon

Private Client Services’s GE Vernova GEV Stock Holding History

Private Client 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 		$575K Buy
605
+21
+4% +$20.8K 0.15% 115
2026
Q2 		$686K Buy
584
+202
+53% +$206K 0.18% 103
2026
Q1 		$334K Buy
382
+11
+3% +$8.58K 0.1% 150
2025
Q4 		$243K Buy
371
+14
+4% +$8.53K 0.08% 168
2025
Q3 		$220K Buy
+357
New +$216K 0.07% 182

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
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
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

Private Client Services's GEV Position: Q3 2026 in Review

Private Client Services increased its GE Vernova (GEV) stake by 3.6% in Q3 2026, buying an estimated $20.8K and bringing the position to 605 shares worth $575K. The position accounts for 0.15% of the portfolio, ranked #115.

Private Client Services first reported a position in GEV in Q3 2025 and has held it in 5 quarters since. The position peaked at $686K in Q2 2026. 138 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Private Client Services held 605 shares of GE Vernova worth $575K as of Q3 2026.
  • Private Client Services bought 21 GE Vernova shares in Q3 2026, an estimated $20.8K.
  • GE Vernova made up 0.15% of Private Client Services's portfolio in Q3 2026, its #115 holding.
  • Private Client Services first reported a position in GE Vernova in Q3 2025 and has held it in 5 quarters since.
  • Private Client Services's GE Vernova position peaked at $686K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.