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Successful Portfolios’s GE Vernova GEV Stock Holding History

Successful Portfolios’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 		$465K Sell
470
-1
-0.2% -$991 0.21% 95
2026
Q2 		$508K Sell
471
-14
-3% -$14.3K 0.24% 84
2026
Q1 		$403K Sell
485
-23
-5% -$17.9K 0.22% 93
2025
Q4 		$316K Buy
508
+17
+3% +$10.4K 0.16% 129
2025
Q3 		$302K Sell
491
-7
-1% -$4.24K 0.18% 117
2025
Q2 		$264K Buy
+498
New +$207K 0.16% 127

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Successful Portfolios's GEV Position: Q3 2026 in Review

Successful Portfolios reduced its GE Vernova (GEV) stake by 0.21% in Q3 2026, selling an estimated $991 and leaving 470 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #95.

Successful Portfolios first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $508K in Q2 2026. 174 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Successful Portfolios held 470 shares of GE Vernova worth $465K as of Q3 2026.
  • Successful Portfolios sold 1 GE Vernova share in Q3 2026, an estimated $991.
  • GE Vernova made up 0.21% of Successful Portfolios's portfolio in Q3 2026, its #95 holding.
  • Successful Portfolios first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
  • Successful Portfolios's GE Vernova position peaked at $508K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.