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Southern Financial Group’s GE Vernova GEV Stock Holding History

Southern 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 		$600K Sell
510
-58
-10% -$59.2K 0.15% 34
2026
Q1 		$495K Buy
568
+6
+1% +$4.68K 0.14% 36
2025
Q4 		$368K Buy
+562
New +$342K 0.11% 52

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Southern Financial Group reduced its GE Vernova (GEV) stake by 10% in Q2 2026, selling an estimated $59.2K and leaving 510 shares worth $600K. The position accounts for 0.15% of the portfolio, ranked #34.

Southern Financial Group first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 1,961 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Southern Financial Group held 510 shares of GE Vernova worth $600K as of Q2 2026.
  • Southern Financial Group sold 58 GE Vernova shares in Q2 2026, an estimated $59.2K.
  • GE Vernova made up 0.15% of Southern Financial Group's portfolio in Q2 2026, its #34 holding.
  • Southern Financial Group first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 1,961 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.