Wealthquest’s GE Vernova GEV Stock Holding History

Wealthquest’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	$1.12M	Buy	950 +26	+3%	+$26.5K	0.07%	59
2026 Q1	$807K	Buy	924 +11	+1%	+$8.58K	0.06%	63
2025 Q4	$597K	Buy	+913	New	+$556K	0.05%	79
2025 Q3	–	Sell	-914	Closed	-$484K	–	136
2025 Q2	$484K	Buy	+914	New	+$381K	0.04%	78

Other funds holding GEV

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

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

CAM

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealthquest's GEV Position: Q2 2026 in Review

Wealthquest increased its GE Vernova (GEV) stake by 2.8% in Q2 2026, buying an estimated $26.5K and bringing the position to 950 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #59.

Wealthquest first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 1,193 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Wealthquest held 950 shares of GE Vernova worth $1.12M as of Q2 2026.
Wealthquest bought 26 GE Vernova shares in Q2 2026, an estimated $26.5K.
GE Vernova made up 0.07% of Wealthquest's portfolio in Q2 2026, its #59 holding.
Wealthquest first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
1,193 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.