Whipplewood Advisors’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.6K Sell
9
-151
-94% -$154K 0.01% 244
2026
Q1
$140K Buy
160
+151
+1,678% +$118K 0.07% 162
2025
Q4
$5.88K Buy
+9
New +$5.48K ﹤0.01% 296
2025
Q3
– Sell
-358
Closed -$189K – 1192
2025
Q2
$189K Sell
358
-586
-62% -$244K 0.1% 173
2025
Q1
$125K Buy
944
+152
+19% +$53K 0.07% 201
2024
Q4
$261K Buy
+792
New +$248K 0.15% 135

Other funds holding GEV

Whipplewood Advisors's GEV Position: Q2 2026 in Review

Whipplewood Advisors reduced its GE Vernova (GEV) stake by 94% in Q2 2026, selling an estimated $154K and leaving 9 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #244.

Whipplewood Advisors first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. The position peaked at $261K in Q4 2024. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Whipplewood Advisors held 9 shares of GE Vernova worth $10.6K as of Q2 2026.
  • Whipplewood Advisors sold 151 GE Vernova shares in Q2 2026, an estimated $154K.
  • GE Vernova made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #244 holding.
  • Whipplewood Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's GE Vernova position peaked at $261K in Q4 2024.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.