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Summit Financial Strategies’s GE Vernova GEV Stock Holding History

Summit Financial Strategies’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 		$498K Buy
524
+59
+13% +$58.5K 0.03% 100
2026
Q2 		$546K Buy
465
+17
+4% +$17.4K 0.04% 95
2026
Q1 		$391K Hold
448
– – 0.03% 110
2025
Q4 		$293K Buy
+448
New +$273K 0.02% 125

Other funds holding GEV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Summit Financial Strategies's GEV Position: Q3 2026 in Review

Summit Financial Strategies increased its GE Vernova (GEV) stake by 13% in Q3 2026, buying an estimated $58.5K and bringing the position to 524 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #100.

Summit Financial Strategies first reported a position in GEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $546K in Q2 2026. 404 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Summit Financial Strategies held 524 shares of GE Vernova worth $498K as of Q3 2026.
  • Summit Financial Strategies bought 59 GE Vernova shares in Q3 2026, an estimated $58.5K.
  • GE Vernova made up 0.03% of Summit Financial Strategies's portfolio in Q3 2026, its #100 holding.
  • Summit Financial Strategies first reported a position in GE Vernova in Q4 2025 and has held it in 4 quarters since.
  • Summit Financial Strategies's GE Vernova position peaked at $546K in Q2 2026.
  • 404 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.