Unique Wealth Strategies’s GE Vernova GEV Stock Holding History

Unique Wealth Strategies’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	$290K	Buy	+247	New	+$252K	0.11%	188
2026 Q1	–	Sell	-1,079	Closed	-$705K	–	266
2025 Q4	$705K	Sell	1,079 -37	-3%	-$22.5K	0.27%	90
2025 Q3	$686K	Sell	1,116 -231	-17%	-$140K	0.27%	103
2025 Q2	$713K	Buy	+1,347	New	+$561K	0.3%	77

Other funds holding GEV

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Unique Wealth Strategies's GEV Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in GE Vernova (GEV) in Q2 2026: 247 shares worth $290K. The stake represents 0.11% of the portfolio and ranks #188 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in GEV as recently as Q4 2025.

Unique Wealth Strategies first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. The position peaked at $713K in Q2 2025. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Unique Wealth Strategies held 247 shares of GE Vernova worth $290K as of Q2 2026.
GE Vernova was a new Unique Wealth Strategies position in Q2 2026.
GE Vernova made up 0.11% of Unique Wealth Strategies's portfolio in Q2 2026, its #188 holding.
Unique Wealth Strategies first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
Unique Wealth Strategies's GE Vernova position peaked at $713K in Q2 2025.
1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.