Root Financial Partners’s GE Vernova GEV Stock Holding History

Root Financial Partners’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	$1.19M	Buy	1,252 +207	+20%	+$205K	0.04%	112
2026 Q2	$1.23M	Buy	1,045 +173	+20%	+$177K	0.05%	106
2026 Q1	$761K	Buy	872 +227	+35%	+$177K	0.04%	120
2025 Q4	$422K	Buy	645 +131	+25%	+$79.8K	0.02%	185
2025 Q3	$316K	Buy	514 +118	+30%	+$71.5K	0.02%	208
2025 Q2	$210K	Buy	+396	New	+$165K	0.02%	238

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's GEV Position: Q3 2026 in Review

Root Financial Partners increased its GE Vernova (GEV) stake by 20% in Q3 2026, buying an estimated $205K and bringing the position to 1,252 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #112.

Root Financial Partners first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.23M in Q2 2026. 1,367 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Root Financial Partners held 1,252 shares of GE Vernova worth $1.19M as of Q3 2026.
Root Financial Partners bought 207 GE Vernova shares in Q3 2026, an estimated $205K.
GE Vernova made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #112 holding.
Root Financial Partners first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
Root Financial Partners's GE Vernova position peaked at $1.23M in Q2 2026.
1,367 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.