PTM Wealth Management
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PTM Wealth Management’s GE Vernova GEV Stock Holding History

PTM Wealth Management’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 		$415K Hold
404
– – 0.18% 38
2026
Q2 		$410K Buy
404
+1
+0.2% +$1.02K 0.18% 36
2026
Q1 		$362K Hold
403
– – 0.19% 37
2025
Q4 		$274K Hold
403
– – 0.15% 45
2025
Q3 		$243K Hold
403
– – 0.15% 51
2025
Q2 		$208K Buy
+403
New +$168K 0.14% 47

Other funds holding GEV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

PTM Wealth Management's GEV Position: Q3 2026 in Review

PTM Wealth Management held its GE Vernova (GEV) position steady in Q3 2026 at 404 shares worth $415K. The position accounts for 0.18% of the portfolio, ranked #38.

PTM Wealth Management first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. 1,976 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • PTM Wealth Management held 404 shares of GE Vernova worth $415K as of Q3 2026.
  • PTM Wealth Management left its GE Vernova share count unchanged in Q3 2026.
  • GE Vernova made up 0.18% of PTM Wealth Management's portfolio in Q3 2026, its #38 holding.
  • PTM Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
  • 1,976 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.