Tradition Wealth Management’s GE Vernova GEV Stock Holding History

Tradition Wealth 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 Q3	$1.06M	Sell	1,116 -19	-2%	-$18.8K	0.06%	207
2026 Q2	$1.33M	Buy	1,135 +56	+5%	+$57.2K	0.08%	185
2026 Q1	$942K	Buy	1,079 +157	+17%	+$122K	0.07%	203
2025 Q4	$603K	Buy	922 +144	+19%	+$87.7K	0.04%	255
2025 Q3	$478K	Buy	778 +260	+50%	+$158K	0.04%	297
2025 Q2	$274K	Buy	+518	New	+$216K	0.02%	374

Other funds holding GEV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tradition Wealth Management's GEV Position: Q3 2026 in Review

Tradition Wealth Management reduced its GE Vernova (GEV) stake by 1.7% in Q3 2026, selling an estimated $18.8K and leaving 1,116 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #207.

Tradition Wealth Management first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q2 2026. 2,585 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Tradition Wealth Management held 1,116 shares of GE Vernova worth $1.06M as of Q3 2026.
Tradition Wealth Management sold 19 GE Vernova shares in Q3 2026, an estimated $18.8K.
GE Vernova made up 0.06% of Tradition Wealth Management's portfolio in Q3 2026, its #207 holding.
Tradition Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
Tradition Wealth Management's GE Vernova position peaked at $1.33M in Q2 2026.
2,585 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.