SOA Wealth Advisors’s GE Vernova GEV Stock Holding History

SOA Wealth Advisors’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	$614K	Buy	144,680 +89,056	+160%	+$90.9M	0.1%	114
2026 Q1	$380K	Buy	55,624 +132	+0.2%	+$103K	0.07%	139
2025 Q4	$212K	Sell	55,492 -10	-0%	-$6.09K	0.04%	195
2025 Q3	$209K	Buy	55,502 +56	+0.1%	+$33.9K	0.04%	200
2025 Q2	$158K	Buy	55,446 +2,151	+4%	+$896K	0.03%	223
2025 Q1	$105K	Buy	53,295 +53,126	+31,436%	+$18.5M	0.02%	256
2024 Q4	$55.6K	Sell	169 -13	-7%	-$4.06K	0.01%	315
2024 Q3	$46.4K	Sell	182 -4	-2%	-$768	0.01%	329
2024 Q2	$31.9K	Buy	+186	New	+$29.5K	0.01%	369

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

SOA Wealth Advisors's GEV Position: Q2 2026 in Review

SOA Wealth Advisors increased its GE Vernova (GEV) stake by 160% in Q2 2026, buying an estimated $90.9M and bringing the position to 144,680 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #114.

SOA Wealth Advisors 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.

SOA Wealth Advisors held 144,680 shares of GE Vernova worth $614K as of Q2 2026.
SOA Wealth Advisors bought 89,056 GE Vernova shares in Q2 2026, an estimated $90.9M.
GE Vernova made up 0.1% of SOA Wealth Advisors's portfolio in Q2 2026, its #114 holding.
SOA Wealth Advisors 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 SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.