Regent Peak Wealth Advisors’s GE Vernova GEV Stock Holding History

Regent Peak 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 Q2	$1.29M	Buy	1,100 +103	+10%	+$105K	0.24%	55
2026 Q1	$870K	Sell	997 -59	-6%	-$46K	0.18%	62
2025 Q4	$690K	Buy	1,056 +86	+9%	+$52.4K	0.14%	67
2025 Q3	$596K	Buy	+970	New	+$588K	0.12%	76
2025 Q1	$288K	Sell	944 -22	-2%	-$7.67K	0.07%	122
2024 Q4	$318K	Buy	966 +35	+4%	+$10.9K	0.07%	117
2024 Q3	$237K	Buy	+931	New	+$179K	0.05%	147

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Regent Peak Wealth Advisors's GEV Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its GE Vernova (GEV) stake by 10% in Q2 2026, buying an estimated $105K and bringing the position to 1,100 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #55.

Regent Peak Wealth Advisors first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 806 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Regent Peak Wealth Advisors held 1,100 shares of GE Vernova worth $1.29M as of Q2 2026.
Regent Peak Wealth Advisors bought 103 GE Vernova shares in Q2 2026, an estimated $105K.
GE Vernova made up 0.24% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Regent Peak Wealth Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
806 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.