Winthrop Advisory Group
GEV icon

Winthrop Advisory Group’s GE Vernova GEV Stock Holding History

Winthrop Advisory Group’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 		$596K Buy
627
+48
+8% +$47.6K 0.04% 110
2026
Q2 		$681K Buy
579
+8
+1% +$8.16K 0.05% 105
2026
Q1 		$499K Buy
571
+39
+7% +$30.4K 0.04% 107
2025
Q4 		$339K Buy
532
+99
+23% +$60.3K 0.03% 128
2025
Q3 		$267K Sell
433
-39
-8% -$23.6K 0.02% 149
2025
Q2 		$250K Buy
+472
New +$197K 0.02% 150

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Winthrop Advisory Group's GEV Position: Q3 2026 in Review

Winthrop Advisory Group increased its GE Vernova (GEV) stake by 8.3% in Q3 2026, buying an estimated $47.6K and bringing the position to 627 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #110.

Winthrop Advisory Group first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $681K in Q2 2026. 2,299 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Winthrop Advisory Group held 627 shares of GE Vernova worth $596K as of Q3 2026.
  • Winthrop Advisory Group bought 48 GE Vernova shares in Q3 2026, an estimated $47.6K.
  • GE Vernova made up 0.04% of Winthrop Advisory Group's portfolio in Q3 2026, its #110 holding.
  • Winthrop Advisory Group first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
  • Winthrop Advisory Group's GE Vernova position peaked at $681K in Q2 2026.
  • 2,299 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.