Taylor Frigon Capital Management’s GE Vernova GEV Stock Holding History

Taylor Frigon Capital Management’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	$3.7M	Sell	3,147 -511	-14%	-$522K	1.73%	11
2026 Q1	$3.19M	Sell	3,658 -48	-1%	-$37.4K	1.82%	3
2025 Q4	$2.42M	Sell	3,706 -42	-1%	-$25.6K	1.23%	27
2025 Q3	$2.3M	Buy	+3,748	New	+$2.27M	1.15%	41

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Taylor Frigon Capital Management's GEV Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its GE Vernova (GEV) stake by 14% in Q2 2026, selling an estimated $522K and leaving 3,147 shares worth $3.7M. The position accounts for 1.73% of the portfolio, ranked #11.

Taylor Frigon Capital Management first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 1,338 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Taylor Frigon Capital Management held 3,147 shares of GE Vernova worth $3.7M as of Q2 2026.
Taylor Frigon Capital Management sold 511 GE Vernova shares in Q2 2026, an estimated $522K.
GE Vernova made up 1.73% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #11 holding.
Taylor Frigon Capital Management first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
1,338 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.