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Wellspring Financial Advisors’s GE Vernova GEV Stock Holding History

Wellspring Financial Advisors’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 		$914K Buy
781
+79
+11% +$80.6K 0.06% 105
2026
Q1 		$613K Buy
702
+25
+4% +$19.5K 0.05% 141
2025
Q4 		$443K Buy
+677
New +$412K 0.04% 155

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
New York State Teachers Retirement System (NYSTRS)
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
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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wellspring Financial Advisors's GEV Position: Q2 2026 in Review

Wellspring Financial Advisors increased its GE Vernova (GEV) stake by 11% in Q2 2026, buying an estimated $80.6K and bringing the position to 781 shares worth $914K. The position accounts for 0.06% of the portfolio, ranked #105.

Wellspring Financial Advisors first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 1,137 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wellspring Financial Advisors held 781 shares of GE Vernova worth $914K as of Q2 2026.
  • Wellspring Financial Advisors bought 79 GE Vernova shares in Q2 2026, an estimated $80.6K.
  • GE Vernova made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • Wellspring Financial Advisors first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 1,137 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.