Talbot Financial’s GE Vernova GEV Stock Holding History

Talbot Financial’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	$26.2M	Buy	27,615 +581	+2%	+$576K	1.89%	15
2026 Q2	$31.8M	Buy	27,034 +433	+2%	+$442K	2.34%	12
2026 Q1	$23.2M	Buy	26,601 +997	+4%	+$778K	1.95%	13
2025 Q4	$16.7M	Buy	25,604 +1,561	+6%	+$951K	1.38%	27
2025 Q3	$14.8M	Buy	24,043 +193	+0.8%	+$117K	1.25%	32
2025 Q2	$12.6M	Buy	23,850 +1,908	+9%	+$794K	1.19%	34
2025 Q1	$6.7M	Buy	+21,942	New	+$7.65M	0.84%	45

Other funds holding GEV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Talbot Financial's GEV Position: Q3 2026 in Review

Talbot Financial increased its GE Vernova (GEV) stake by 2.1% in Q3 2026, buying an estimated $576K and bringing the position to 27,615 shares worth $26.2M. The position accounts for 1.89% of the portfolio, ranked #15.

Talbot Financial first reported a position in GEV in Q1 2025 and has held it in 7 quarters since. The position peaked at $31.8M in Q2 2026. 711 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Talbot Financial held 27,615 shares of GE Vernova worth $26.2M as of Q3 2026.
Talbot Financial bought 581 GE Vernova shares in Q3 2026, an estimated $576K.
GE Vernova made up 1.89% of Talbot Financial's portfolio in Q3 2026, its #15 holding.
Talbot Financial first reported a position in GE Vernova in Q1 2025 and has held it in 7 quarters since.
Talbot Financial's GE Vernova position peaked at $31.8M in Q2 2026.
711 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Talbot Financial's 13F filing for Q3 2026, filed 19 Oct 2026.