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 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

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

Segment Wealth Management's GEV Position: Q2 2026 in Review

Segment Wealth Management reduced its GE Vernova (GEV) stake by 2.8% in Q2 2026, selling an estimated $1.75M and leaving 59,538 shares worth $69.9M. The position accounts for 3.63% of the portfolio, ranked #3.

Segment Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 806 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Segment Wealth Management held 59,538 shares of GE Vernova worth $69.9M as of Q2 2026.
Segment Wealth Management sold 1,711 GE Vernova shares in Q2 2026, an estimated $1.75M.
GE Vernova made up 3.63% of Segment Wealth Management's portfolio in Q2 2026, its #3 holding.
Segment Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
806 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.