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Waterway Wealth Management’s GE Vernova GEV Stock Holding History

Waterway 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 		$1.34M Sell
1,144
-1,240
-52% -$1.27M 0.27% 46
2026
Q1 		$2.08M Buy
2,384
+1,450
+155% +$1.13M 0.46% 25
2025
Q4 		$610K Buy
+934
New +$569K 0.14% 64

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

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

Waterway Wealth Management reduced its GE Vernova (GEV) stake by 52% in Q2 2026, selling an estimated $1.27M and leaving 1,144 shares worth $1.34M. The position accounts for 0.27% of the portfolio, ranked #46.

Waterway Wealth Management first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q1 2026. 890 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Waterway Wealth Management held 1,144 shares of GE Vernova worth $1.34M as of Q2 2026.
  • Waterway Wealth Management sold 1,240 GE Vernova shares in Q2 2026, an estimated $1.27M.
  • GE Vernova made up 0.27% of Waterway Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Waterway Wealth Management first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • Waterway Wealth Management's GE Vernova position peaked at $2.08M in Q1 2026.
  • 890 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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