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Valeo Financial Advisors’s GE Vernova GEV Stock Holding History

Valeo Financial 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 		$5.35M Buy
5,634
+138
+3% +$137K 0.11% 87
2026
Q2 		$6.46M Buy
5,496
+296
+6% +$302K 0.14% 75
2026
Q1 		$4.54M Sell
5,200
-1,928
-27% -$1.5M 0.11% 89
2025
Q4 		$4.66M Buy
7,128
+85
+1% +$51.8K 0.1% 95
2025
Q3 		$4.33M Sell
7,043
-88
-1% -$53.3K 0.1% 103
2025
Q2 		$3.77M Buy
7,131
+86
+1% +$35.8K 0.09% 111
2025
Q1 		$2.15M Buy
7,045
+583
+9% +$203K 0.06% 147
2024
Q4 		$2.13M Buy
6,462
+220
+4% +$68.8K 0.06% 148
2024
Q3 		$1.59M Buy
6,242
+1,429
+30% +$274K 0.05% 190
2024
Q2 		$825K Buy
4,813
+206
+4% +$32.6K 0.03% 277
2024
Q1 		$673K Buy
+4,607
New +$617K 0.02% 306

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's GEV Position: Q3 2026 in Review

Valeo Financial Advisors increased its GE Vernova (GEV) stake by 2.5% in Q3 2026, buying an estimated $137K and bringing the position to 5,634 shares worth $5.35M. The position accounts for 0.11% of the portfolio, ranked #87.

Valeo Financial Advisors first reported a position in GEV in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.46M in Q2 2026. 134 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Valeo Financial Advisors held 5,634 shares of GE Vernova worth $5.35M as of Q3 2026.
  • Valeo Financial Advisors bought 138 GE Vernova shares in Q3 2026, an estimated $137K.
  • GE Vernova made up 0.11% of Valeo Financial Advisors's portfolio in Q3 2026, its #87 holding.
  • Valeo Financial Advisors first reported a position in GE Vernova in Q1 2024 and has held it in 11 quarters since.
  • Valeo Financial Advisors's GE Vernova position peaked at $6.46M in Q2 2026.
  • 134 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.