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Venturi Wealth Management’s GE Vernova GEV Stock Holding History

Venturi Wealth Management’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 		$1.88M Buy
1,597
+66
+4% +$67.4K 0.07% 139
2026
Q1 		$1.34M Buy
1,531
+72
+5% +$56.2K 0.06% 168
2025
Q4 		$953K Buy
1,459
+57
+4% +$34.7K 0.04% 207
2025
Q3 		$862K Buy
1,402
+26
+2% +$15.8K 0.04% 217
2025
Q2 		$728K Buy
1,376
+71
+5% +$29.6K 0.04% 251
2025
Q1 		$398K Buy
1,305
+146
+13% +$50.9K 0.02% 371
2024
Q4 		$381K Buy
1,159
+575
+98% +$180K 0.02% 387
2024
Q3 		$149K Buy
584
+248
+74% +$47.6K 0.01% 481
2024
Q2 		$57.6K Buy
+336
New +$53.2K ﹤0.01% 628

Other funds holding GEV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Venturi Wealth Management's GEV Position: Q2 2026 in Review

Venturi Wealth Management increased its GE Vernova (GEV) stake by 4.3% in Q2 2026, buying an estimated $67.4K and bringing the position to 1,597 shares worth $1.88M. The position accounts for 0.07% of the portfolio, ranked #139.

Venturi Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 900 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Venturi Wealth Management held 1,597 shares of GE Vernova worth $1.88M as of Q2 2026.
  • Venturi Wealth Management bought 66 GE Vernova shares in Q2 2026, an estimated $67.4K.
  • GE Vernova made up 0.07% of Venturi Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Venturi Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 900 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.