Private Wealth Group
GEV icon

Private Wealth Group’s GE Vernova GEV Stock Holding History

Private Wealth Group’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 		$312K Hold
328
– – 0.12% 58
2026
Q2 		$385K Buy
+328
New +$335K 0.15% 49

Other funds holding GEV

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Wealth Group's GEV Position: Q3 2026 in Review

Private Wealth Group held its GE Vernova (GEV) position steady in Q3 2026 at 328 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #58.

Private Wealth Group first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. The position peaked at $385K in Q2 2026. 1,899 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Private Wealth Group held 328 shares of GE Vernova worth $312K as of Q3 2026.
  • Private Wealth Group left its GE Vernova share count unchanged in Q3 2026.
  • GE Vernova made up 0.12% of Private Wealth Group's portfolio in Q3 2026, its #58 holding.
  • Private Wealth Group first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
  • Private Wealth Group's GE Vernova position peaked at $385K in Q2 2026.
  • 1,899 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.