TFC Financial Management’s GE Vernova GEV Stock Holding History

TFC Financial 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	$2.01M	Buy	1,710 +22	+1%	+$22.5K	0.22%	37
2026 Q1	$1.47M	Buy	1,688 +1	+0.1%	+$780	0.18%	43
2025 Q4	$1.1M	Sell	1,687 -61	-3%	-$37.2K	0.14%	52
2025 Q3	$1.07M	Sell	1,748 -67	-4%	-$40.6K	0.14%	53
2025 Q2	$960K	Buy	1,815 +6	+0.3%	+$2.5K	0.13%	52
2025 Q1	$552K	Sell	1,809 -15	-0.8%	-$5.23K	0.08%	66
2024 Q4	$600K	Hold	1,824	–	–	0.09%	63
2024 Q3	$465K	Sell	1,824 -12	-0.7%	-$2.3K	0.07%	71
2024 Q2	$315K	Buy	+1,836	New	+$291K	0.06%	83

Other funds holding GEV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TFC Financial Management's GEV Position: Q2 2026 in Review

TFC Financial Management increased its GE Vernova (GEV) stake by 1.3% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,710 shares worth $2.01M. The position accounts for 0.22% of the portfolio, ranked #37.

TFC Financial Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,745 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

TFC Financial Management held 1,710 shares of GE Vernova worth $2.01M as of Q2 2026.
TFC Financial Management bought 22 GE Vernova shares in Q2 2026, an estimated $22.5K.
GE Vernova made up 0.22% of TFC Financial Management's portfolio in Q2 2026, its #37 holding.
TFC Financial Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,745 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.