Values First Advisors’s GE Vernova GEV Stock Holding History

Values First 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	$1.38M	Sell	1,447 -514	-26%	-$509K	0.65%	50
2026 Q2	$2.3M	Sell	1,961 -383	-16%	-$391K	1.05%	24
2026 Q1	$2.05M	Sell	2,344 -979	-29%	-$764K	1.07%	25
2025 Q4	$2.17M	Buy	3,323 +221	+7%	+$135K	1.13%	20
2025 Q3	$1.91M	Sell	3,102 -94	-3%	-$56.9K	1.02%	30
2025 Q2	$1.69M	Sell	3,196 -226	-7%	-$94.1K	0.92%	39
2025 Q1	$1.04M	Buy	3,422 +1,473	+76%	+$514K	0.61%	47
2024 Q4	$641K	Buy	+1,949	New	+$609K	0.35%	78

Other funds holding GEV

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Values First Advisors's GEV Position: Q3 2026 in Review

Values First Advisors reduced its GE Vernova (GEV) stake by 26% in Q3 2026, selling an estimated $509K and leaving 1,447 shares worth $1.38M. The position accounts for 0.65% of the portfolio, ranked #50.

Values First Advisors first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q2 2026. 1,292 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Values First Advisors held 1,447 shares of GE Vernova worth $1.38M as of Q3 2026.
Values First Advisors sold 514 GE Vernova shares in Q3 2026, an estimated $509K.
GE Vernova made up 0.65% of Values First Advisors's portfolio in Q3 2026, its #50 holding.
Values First Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
Values First Advisors's GE Vernova position peaked at $2.3M in Q2 2026.
1,292 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.