Whitaker-Myers Wealth Managers’s GE Vernova GEV Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.89M	Sell	1,994 -289	-13%	-$286K	0.31%	45
2026 Q2	$2.68M	Sell	2,283 -76	-3%	-$77.6K	0.45%	31
2026 Q1	$2.06M	Sell	2,359 -206	-8%	-$161K	0.41%	43
2025 Q4	$1.68M	Buy	+2,565	New	+$1.56M	0.35%	40
2025 Q3	–	Sell	-1,207	Closed	-$639K	–	140
2025 Q2	$639K	Sell	1,207 -59	-5%	-$24.6K	0.16%	65
2025 Q1	$386K	Buy	+1,266	New	+$441K	0.11%	83

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

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

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

Whitaker-Myers Wealth Managers's GEV Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its GE Vernova (GEV) stake by 13% in Q3 2026, selling an estimated $286K and leaving 1,994 shares worth $1.89M. The position accounts for 0.31% of the portfolio, ranked #45.

Whitaker-Myers Wealth Managers first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.68M in Q2 2026. 141 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Whitaker-Myers Wealth Managers held 1,994 shares of GE Vernova worth $1.89M as of Q3 2026.
Whitaker-Myers Wealth Managers sold 289 GE Vernova shares in Q3 2026, an estimated $286K.
GE Vernova made up 0.31% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #45 holding.
Whitaker-Myers Wealth Managers first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
Whitaker-Myers Wealth Managers's GE Vernova position peaked at $2.68M in Q2 2026.
141 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.