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TrueWealth Advisors’s GE Vernova GEV Stock Holding History

TrueWealth 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
Q2 		$1.29M Buy
1,099
+29
+3% +$29.6K 0.29% 63
2026
Q1 		$934K Buy
1,070
+643
+151% +$502K 0.24% 82
2025
Q4 		$279K Buy
+427
New +$260K 0.07% 200

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TrueWealth Advisors's GEV Position: Q2 2026 in Review

TrueWealth Advisors increased its GE Vernova (GEV) stake by 2.7% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,099 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #63.

TrueWealth Advisors first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 1,604 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • TrueWealth Advisors held 1,099 shares of GE Vernova worth $1.29M as of Q2 2026.
  • TrueWealth Advisors bought 29 GE Vernova shares in Q2 2026, an estimated $29.6K.
  • GE Vernova made up 0.29% of TrueWealth Advisors's portfolio in Q2 2026, its #63 holding.
  • TrueWealth Advisors first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 1,604 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.