Proactive Wealth Strategies
GEV icon

Proactive Wealth Strategies’s GE Vernova GEV Stock Holding History

Proactive Wealth Strategies’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 		$330K Buy
348
+7
+2% +$6.94K 0.05% 178
2026
Q2 		$401K Buy
341
+1
+0.3% +$1.02K 0.06% 163
2026
Q1 		$298K Buy
+340
New +$265K 0.06% 178

Other funds holding GEV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Proactive Wealth Strategies's GEV Position: Q3 2026 in Review

Proactive Wealth Strategies increased its GE Vernova (GEV) stake by 2.1% in Q3 2026, buying an estimated $6.94K and bringing the position to 348 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #178.

Proactive Wealth Strategies first reported a position in GEV in Q1 2026 and has held it in 3 quarters since. The position peaked at $401K in Q2 2026. 2,912 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Proactive Wealth Strategies held 348 shares of GE Vernova worth $330K as of Q3 2026.
  • Proactive Wealth Strategies bought 7 GE Vernova shares in Q3 2026, an estimated $6.94K.
  • GE Vernova made up 0.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #178 holding.
  • Proactive Wealth Strategies first reported a position in GE Vernova in Q1 2026 and has held it in 3 quarters since.
  • Proactive Wealth Strategies's GE Vernova position peaked at $401K in Q2 2026.
  • 2,912 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.