WF
GEV icon

Whelan Financial’s GE Vernova GEV Stock Holding History

Whelan Financial’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 		$402K Buy
343
+1
+0.3% +$1.02K 0.11% 66
2026
Q1 		$299K Sell
342
-147
-30% -$115K 0.09% 70
2025
Q4 		$320K Buy
489
+42
+9% +$25.6K 0.1% 64
2025
Q3 		$275K Buy
+447
New +$271K 0.09% 70

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
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

Whelan Financial's GEV Position: Q2 2026 in Review

Whelan Financial increased its GE Vernova (GEV) stake by 0.29% in Q2 2026, buying an estimated $1.02K and bringing the position to 343 shares worth $402K. The position accounts for 0.11% of the portfolio, ranked #66.

Whelan Financial first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Whelan Financial held 343 shares of GE Vernova worth $402K as of Q2 2026.
  • Whelan Financial bought 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.11% of Whelan Financial's portfolio in Q2 2026, its #66 holding.
  • Whelan Financial first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.