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Whalen Wealth Management’s GE Vernova GEV Stock Holding History

Whalen 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
Q3 		$2.03M Sell
2,134
-673
-24% -$667K 0.87% 31
2026
Q2 		$3.3M Buy
2,807
+1,598
+132% +$1.63M 1.48% 14
2026
Q1 		$1.06M Buy
+1,209
New +$943K 0.57% 45
2025
Q4 		– Sell
-1,632
Closed -$1M – 252
2025
Q3 		$1M Buy
+1,632
New +$989K 0.59% 40

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Whalen Wealth Management's GEV Position: Q3 2026 in Review

Whalen Wealth Management reduced its GE Vernova (GEV) stake by 24% in Q3 2026, selling an estimated $667K and leaving 2,134 shares worth $2.03M. The position accounts for 0.87% of the portfolio, ranked #31.

Whalen Wealth Management first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.3M in Q2 2026. 138 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Whalen Wealth Management held 2,134 shares of GE Vernova worth $2.03M as of Q3 2026.
  • Whalen Wealth Management sold 673 GE Vernova shares in Q3 2026, an estimated $667K.
  • GE Vernova made up 0.87% of Whalen Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Whalen Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's GE Vernova position peaked at $3.3M in Q2 2026.
  • 138 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.