Teamwork Financial Advisors
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Teamwork Financial Advisors’s GE Vernova GEV Stock Holding History

Teamwork Financial Advisors’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 		$14.6M Sell
15,321
-564
-4% -$559K 1.6% 18
2026
Q2 		$18.7M Sell
15,885
-2,890
-15% -$2.95M 1.69% 17
2026
Q1 		$16.4M Sell
18,775
-8,294
-31% -$6.47M 1.73% 15
2025
Q4 		$17.7M Buy
27,069
+1,287
+5% +$784K 1.79% 13
2025
Q3 		$15.9M Sell
25,782
-14,177
-35% -$8.59M 1.63% 19
2025
Q2 		$21.1M Buy
39,959
+30,149
+307% +$12.6M 2.45% 13
2025
Q1 		$2.99M Buy
+9,810
New +$3.42M 0.4% 47

Other funds holding GEV

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Teamwork Financial Advisors's GEV Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its GE Vernova (GEV) stake by 3.6% in Q3 2026, selling an estimated $559K and leaving 15,321 shares worth $14.6M. The position accounts for 1.6% of the portfolio, ranked #18.

Teamwork Financial Advisors first reported a position in GEV in Q1 2025 and has held it in 7 quarters since. The position peaked at $21.1M in Q2 2025. 2,758 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Teamwork Financial Advisors held 15,321 shares of GE Vernova worth $14.6M as of Q3 2026.
  • Teamwork Financial Advisors sold 564 GE Vernova shares in Q3 2026, an estimated $559K.
  • GE Vernova made up 1.6% of Teamwork Financial Advisors's portfolio in Q3 2026, its #18 holding.
  • Teamwork Financial Advisors first reported a position in GE Vernova in Q1 2025 and has held it in 7 quarters since.
  • Teamwork Financial Advisors's GE Vernova position peaked at $21.1M in Q2 2025.
  • 2,758 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

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