Wealthcare Capital Partners’s GE Vernova GEV Stock Holding History

Wealthcare Capital Partners’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	$623K	Buy	530 +23	+5%	+$23.5K	0.26%	82
2026 Q1	$443K	Hold	507	–	–	0.21%	96
2025 Q4	$331K	Sell	507 -1	-0.2%	-$609	0.16%	112
2025 Q3	$312K	Buy	508 +44	+9%	+$26.7K	0.14%	114
2025 Q2	$246K	Buy	+464	New	+$193K	0.12%	130

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealthcare Capital Partners's GEV Position: Q2 2026 in Review

Wealthcare Capital Partners increased its GE Vernova (GEV) stake by 4.5% in Q2 2026, buying an estimated $23.5K and bringing the position to 530 shares worth $623K. The position accounts for 0.26% of the portfolio, ranked #82.

Wealthcare Capital Partners first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Wealthcare Capital Partners held 530 shares of GE Vernova worth $623K as of Q2 2026.
Wealthcare Capital Partners bought 23 GE Vernova shares in Q2 2026, an estimated $23.5K.
GE Vernova made up 0.26% of Wealthcare Capital Partners's portfolio in Q2 2026, its #82 holding.
Wealthcare Capital Partners first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.