Walker Asset Management’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.23M Hold
1,045
0.62% 35
2026
Q1
$912K Sell
1,045
-4
-0.4% -$3.12K 0.49% 39
2025
Q4
$686K Sell
1,049
-18
-2% -$11K 0.37% 49
2025
Q3
$656K Hold
1,067
0.37% 47
2025
Q2
$565K Hold
1,067
0.33% 53
2025
Q1
$326K Buy
1,067
+69
+7% +$24.1K 0.2% 89
2024
Q4
$328K Hold
998
0.2% 85
2024
Q3
$254K Buy
+998
New +$192K 0.16% 119

Other funds holding GEV

Walker Asset Management's GEV Position: Q2 2026 in Review

Walker Asset Management held its GE Vernova (GEV) position steady in Q2 2026 at 1,045 shares worth $1.23M. The position accounts for 0.62% of the portfolio, ranked #35.

Walker Asset Management first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 618 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Walker Asset Management held 1,045 shares of GE Vernova worth $1.23M as of Q2 2026.
  • Walker Asset Management left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.62% of Walker Asset Management's portfolio in Q2 2026, its #35 holding.
  • Walker Asset Management first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 618 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.