Values Added Financial
GEV icon

Values Added Financial’s GE Vernova GEV Stock Holding History

Values Added Financial’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 		– Sell
-203
Closed -$238K – 151
2026
Q2 		$238K Buy
+203
New +$207K 0.09% 130

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Values Added Financial's GEV Position: Q3 2026 in Review

Values Added Financial sold out of GE Vernova (GEV) in Q3 2026, closing a stake of 203 shares — an estimated $238K sold.

Values Added Financial first reported a position in GEV in Q2 2026 and held it in 1 quarter. The position peaked at $238K in Q2 2026. 1,445 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Values Added Financial reported no remaining GE Vernova position as of Q3 2026 after selling out during the quarter.
  • Values Added Financial sold 203 GE Vernova shares in Q3 2026, an estimated $238K.
  • Values Added Financial first reported a position in GE Vernova in Q2 2026 and held it in 1 quarter.
  • Values Added Financial's GE Vernova position peaked at $238K in Q2 2026.
  • 1,445 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.