Turtle Creek Wealth Advisors’s GE Vernova GEV Stock Holding History

Turtle Creek Wealth 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	$1.91M	Buy	1,629 +98	+6%	+$100K	0.1%	117
2026 Q1	$1.34M	Buy	1,531 +440	+40%	+$343K	0.1%	125
2025 Q4	$713K	Sell	1,091 -51	-4%	-$31.1K	0.06%	191
2025 Q3	$702K	Buy	1,142 +449	+65%	+$272K	0.06%	172
2025 Q2	$367K	Buy	+693	New	+$289K	0.04%	198

Other funds holding GEV

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Turtle Creek Wealth Advisors's GEV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its GE Vernova (GEV) stake by 6.4% in Q2 2026, buying an estimated $100K and bringing the position to 1,629 shares worth $1.91M. The position accounts for 0.1% of the portfolio, ranked #117.

Turtle Creek Wealth Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,804 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Turtle Creek Wealth Advisors held 1,629 shares of GE Vernova worth $1.91M as of Q2 2026.
Turtle Creek Wealth Advisors bought 98 GE Vernova shares in Q2 2026, an estimated $100K.
GE Vernova made up 0.1% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Turtle Creek Wealth Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
1,804 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.