Robertson Stephens Wealth Management’s GE Vernova GEV Stock Holding History

Robertson Stephens 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 Q2	$1.36M	Sell	1,161 -4	-0.3%	-$4.08K	0.03%	266
2026 Q1	$1.02M	Buy	1,165 +433	+59%	+$338K	0.03%	297
2025 Q4	$479K	Buy	732 +159	+28%	+$96.8K	0.01%	437
2025 Q3	$353K	Sell	573 -354	-38%	-$214K	0.01%	416
2025 Q2	$491K	Sell	927 -4	-0.4%	-$1.67K	0.02%	368
2025 Q1	$284K	Sell	931 -54	-5%	-$18.8K	0.01%	460
2024 Q4	$324K	Buy	985 +14	+1%	+$4.38K	0.01%	449
2024 Q3	$248K	Buy	+971	New	+$186K	0.01%	553

Other funds holding GEV

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Robertson Stephens Wealth Management's GEV Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its GE Vernova (GEV) stake by 0.34% in Q2 2026, selling an estimated $4.08K and leaving 1,161 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #266.

Robertson Stephens Wealth Management first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 1,814 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Robertson Stephens Wealth Management held 1,161 shares of GE Vernova worth $1.36M as of Q2 2026.
Robertson Stephens Wealth Management sold 4 GE Vernova shares in Q2 2026, an estimated $4.08K.
GE Vernova made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #266 holding.
Robertson Stephens Wealth Management first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
1,814 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.