Segment Wealth Management’s GE Vernova GEV Stock Holding History

Segment 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	$54.3M	Sell	57,082 -2,456	-4%	-$2.43M	2.8%	6
2026 Q2	$69.9M	Sell	59,538 -1,711	-3%	-$1.75M	3.63%	3
2026 Q1	$53.5M	Sell	61,249 -4,141	-6%	-$3.23M	3.14%	3
2025 Q4	$42.7M	Sell	65,390 -1,418	-2%	-$864K	2.48%	7
2025 Q3	$41.1M	Sell	66,808 -915	-1%	-$554K	2.46%	6
2025 Q2	$35.8M	Sell	67,723 -2,299	-3%	-$957K	2.27%	6
2025 Q1	$21.4M	Sell	70,022 -1,469	-2%	-$512K	1.45%	13
2024 Q4	$23.5M	Sell	71,491 -1,051	-1%	-$329K	1.6%	9
2024 Q3	$18.5M	Buy	72,542 +1,726	+2%	+$331K	1.27%	18
2024 Q2	$12.1M	Buy	+70,816	New	+$11.2M	0.9%	45

Other funds holding GEV

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

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Segment Wealth Management reduced its GE Vernova (GEV) stake by 4.1% in Q3 2026, selling an estimated $2.43M and leaving 57,082 shares worth $54.3M. The position accounts for 2.8% of the portfolio, ranked #6.

Segment Wealth Management first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $69.9M in Q2 2026. 1,156 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Segment Wealth Management held 57,082 shares of GE Vernova worth $54.3M as of Q3 2026.
Segment Wealth Management sold 2,456 GE Vernova shares in Q3 2026, an estimated $2.43M.
GE Vernova made up 2.8% of Segment Wealth Management's portfolio in Q3 2026, its #6 holding.
Segment Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
Segment Wealth Management's GE Vernova position peaked at $69.9M in Q2 2026.
1,156 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Segment Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.