Spectrum Planning & Advisory Services’s GE Vernova GEV Stock Holding History

Spectrum Planning & Advisory Services’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 Q3	$227K	Buy	239 +51	+27%	+$50.5K	0.1%	127
2026 Q2	$221K	Buy	+188	New	+$192K	0.1%	104

Other funds holding GEV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Spectrum Planning & Advisory Services's GEV Position: Q3 2026 in Review

Spectrum Planning & Advisory Services increased its GE Vernova (GEV) stake by 27% in Q3 2026, buying an estimated $50.5K and bringing the position to 239 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #127.

Spectrum Planning & Advisory Services first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. 2,109 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Spectrum Planning & Advisory Services held 239 shares of GE Vernova worth $227K as of Q3 2026.
Spectrum Planning & Advisory Services bought 51 GE Vernova shares in Q3 2026, an estimated $50.5K.
GE Vernova made up 0.1% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #127 holding.
Spectrum Planning & Advisory Services first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
2,109 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.