Smith Salley Wealth Management’s GE Vernova GEV Stock Holding History

Smith Salley 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	$744K	Buy	633 +95	+18%	+$97K	0.03%	175
2026 Q1	$469K	Sell	538 -15	-3%	-$11.7K	0.02%	192
2025 Q4	$361K	Buy	553 +178	+47%	+$108K	0.02%	211
2025 Q3	$230K	Buy	+375	New	+$227K	0.01%	248

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Smith Salley Wealth Management's GEV Position: Q2 2026 in Review

Smith Salley Wealth Management increased its GE Vernova (GEV) stake by 18% in Q2 2026, buying an estimated $97K and bringing the position to 633 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #175.

Smith Salley Wealth Management first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Smith Salley Wealth Management held 633 shares of GE Vernova worth $744K as of Q2 2026.
Smith Salley Wealth Management bought 95 GE Vernova shares in Q2 2026, an estimated $97K.
GE Vernova made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #175 holding.
Smith Salley Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.