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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
Q3 		$924K Sell
972
-127
-12% -$126K 0.21% 95
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TrueWealth Advisors's GEV Position: Q3 2026 in Review

TrueWealth Advisors reduced its GE Vernova (GEV) stake by 12% in Q3 2026, selling an estimated $126K and leaving 972 shares worth $924K. The position accounts for 0.21% of the portfolio, ranked #95.

TrueWealth Advisors first reported a position in GEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q2 2026. 1,976 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • TrueWealth Advisors held 972 shares of GE Vernova worth $924K as of Q3 2026.
  • TrueWealth Advisors sold 127 GE Vernova shares in Q3 2026, an estimated $126K.
  • GE Vernova made up 0.21% of TrueWealth Advisors's portfolio in Q3 2026, its #95 holding.
  • TrueWealth Advisors first reported a position in GE Vernova in Q4 2025 and has held it in 4 quarters since.
  • TrueWealth Advisors's GE Vernova position peaked at $1.29M in Q2 2026.
  • 1,976 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.