VisionPoint Advisory Group’s GE Vernova GEV Stock Holding History

VisionPoint Advisory Group’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	$690K	Sell	726 -30	-4%	-$29.7K	0.11%	193
2026 Q2	$888K	Sell	756 -143	-16%	-$146K	0.14%	160
2026 Q1	$785K	Sell	899 -1	-0.1%	-$780	0.15%	157
2025 Q4	$588K	Buy	900 +552	+159%	+$336K	0.11%	188
2025 Q3	$214K	Buy	+348	New	+$211K	0.04%	375

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

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

VisionPoint Advisory Group's GEV Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its GE Vernova (GEV) stake by 4% in Q3 2026, selling an estimated $29.7K and leaving 726 shares worth $690K. The position accounts for 0.11% of the portfolio, ranked #193.

VisionPoint Advisory Group first reported a position in GEV in Q3 2025 and has held it in 5 quarters since. The position peaked at $888K in Q2 2026. 174 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

VisionPoint Advisory Group held 726 shares of GE Vernova worth $690K as of Q3 2026.
VisionPoint Advisory Group sold 30 GE Vernova shares in Q3 2026, an estimated $29.7K.
GE Vernova made up 0.11% of VisionPoint Advisory Group's portfolio in Q3 2026, its #193 holding.
VisionPoint Advisory Group first reported a position in GE Vernova in Q3 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's GE Vernova position peaked at $888K in Q2 2026.
174 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.