VERITY Wealth Advisors’s GE Vernova GEV Stock Holding History

VERITY Wealth 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 Q2	$315K	Buy	268 +35	+15%	+$35.7K	0.19%	61
2026 Q1	$203K	Sell	233 -700	-75%	-$546K	0.14%	80
2025 Q4	$610K	Hold	933	–	–	0.38%	51
2025 Q3	$574K	Hold	933	–	–	0.36%	50
2025 Q2	$494K	Hold	933	–	–	0.33%	56
2025 Q1	$285K	Hold	933	–	–	0.21%	64
2024 Q4	$307K	Hold	933	–	–	0.22%	61
2024 Q3	$238K	Buy	+933	New	+$179K	0.17%	70

Other funds holding GEV

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

VERITY Wealth Advisors's GEV Position: Q2 2026 in Review

VERITY Wealth Advisors increased its GE Vernova (GEV) stake by 15% in Q2 2026, buying an estimated $35.7K and bringing the position to 268 shares worth $315K. The position accounts for 0.19% of the portfolio, ranked #61.

VERITY Wealth Advisors first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $610K in Q4 2025. 1,450 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

VERITY Wealth Advisors held 268 shares of GE Vernova worth $315K as of Q2 2026.
VERITY Wealth Advisors bought 35 GE Vernova shares in Q2 2026, an estimated $35.7K.
GE Vernova made up 0.19% of VERITY Wealth Advisors's portfolio in Q2 2026, its #61 holding.
VERITY Wealth Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
VERITY Wealth Advisors's GE Vernova position peaked at $610K in Q4 2025.
1,450 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.