Waypoint Wealth Counsel’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
$365K Sell
311
-590
-65% -$602K 0.23% 77
2026
Q1
$786K Sell
901
-128
-12% -$99.9K 0.41% 41
2025
Q4
$673K Buy
1,029
+56
+6% +$34.1K 0.25% 71
2025
Q3
$598K Buy
973
+146
+18% +$88.5K 0.24% 77
2025
Q2
$438K Buy
+827
New +$344K 0.22% 71

Other funds holding GEV

Waypoint Wealth Counsel's GEV Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its GE Vernova (GEV) stake by 65% in Q2 2026, selling an estimated $602K and leaving 311 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #77.

Waypoint Wealth Counsel first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $786K in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Waypoint Wealth Counsel held 311 shares of GE Vernova worth $365K as of Q2 2026.
  • Waypoint Wealth Counsel sold 590 GE Vernova shares in Q2 2026, an estimated $602K.
  • GE Vernova made up 0.23% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #77 holding.
  • Waypoint Wealth Counsel first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's GE Vernova position peaked at $786K in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.