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Shum Financial Group’s GE Vernova GEV Stock Holding History

Shum Financial Group’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 		$549K Buy
467
+1
+0.2% +$1.02K 0.33% 70
2026
Q1 		$407K Sell
466
-15
-3% -$11.7K 0.29% 74
2025
Q4 		$314K Sell
481
-1
-0.2% -$609 0.23% 80
2025
Q3 		$296K Buy
+482
New +$292K 0.22% 79

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Shum Financial Group's GEV Position: Q2 2026 in Review

Shum Financial Group increased its GE Vernova (GEV) stake by 0.21% in Q2 2026, buying an estimated $1.02K and bringing the position to 467 shares worth $549K. The position accounts for 0.33% of the portfolio, ranked #70.

Shum Financial Group first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 2,084 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Shum Financial Group held 467 shares of GE Vernova worth $549K as of Q2 2026.
  • Shum Financial Group bought 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.33% of Shum Financial Group's portfolio in Q2 2026, its #70 holding.
  • Shum Financial Group first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 2,084 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.