RMR Wealth Builders
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RMR Wealth Builders’s GE Vernova GEV Stock Holding History

RMR Wealth Builders’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 		$759K Sell
798
-21
-3% -$20.8K 0.04% 147
2026
Q2 		$962K Buy
819
+93
+13% +$94.9K 0.06% 134
2026
Q1 		$634K Buy
726
+38
+6% +$29.6K 0.05% 154
2025
Q4 		$450K Buy
+688
New +$419K 0.04% 184

Other funds holding GEV

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
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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

RMR Wealth Builders's GEV Position: Q3 2026 in Review

RMR Wealth Builders reduced its GE Vernova (GEV) stake by 2.6% in Q3 2026, selling an estimated $20.8K and leaving 798 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #147.

RMR Wealth Builders first reported a position in GEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $962K in Q2 2026. 1,786 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • RMR Wealth Builders held 798 shares of GE Vernova worth $759K as of Q3 2026.
  • RMR Wealth Builders sold 21 GE Vernova shares in Q3 2026, an estimated $20.8K.
  • GE Vernova made up 0.04% of RMR Wealth Builders's portfolio in Q3 2026, its #147 holding.
  • RMR Wealth Builders first reported a position in GE Vernova in Q4 2025 and has held it in 4 quarters since.
  • RMR Wealth Builders's GE Vernova position peaked at $962K in Q2 2026.
  • 1,786 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.