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WoodTrust Financial’s GE Vernova GEV Stock Holding History

WoodTrust 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
Q3 		$4.04M Sell
4,253
-6
-0.1% -$5.95K 0.49% 42
2026
Q2 		$5M Buy
4,259
+3
+0.1% +$3.06K 0.59% 39
2026
Q1 		$3.71M Sell
4,256
-512
-11% -$399K 0.48% 43
2025
Q4 		$3.12M Buy
4,768
+674
+16% +$411K 0.36% 45
2025
Q3 		$2.52M Buy
4,094
+4
+0.1% +$2.42K 0.3% 49
2025
Q2 		$2.16M Buy
4,090
+1,317
+47% +$548K 0.28% 51
2025
Q1 		$847K Buy
2,773
+1,489
+116% +$519K 0.12% 90
2024
Q4 		$422K Sell
1,284
-39
-3% -$12.2K 0.06% 125
2024
Q3 		$337K Sell
1,323
-39
-3% -$7.49K 0.05% 134
2024
Q2 		$234K Buy
+1,362
New +$216K 0.04% 157

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

WoodTrust Financial's GEV Position: Q3 2026 in Review

WoodTrust Financial reduced its GE Vernova (GEV) stake by 0.14% in Q3 2026, selling an estimated $5.95K and leaving 4,253 shares worth $4.04M. The position accounts for 0.49% of the portfolio, ranked #42.

WoodTrust Financial first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $5M in Q2 2026. 174 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • WoodTrust Financial held 4,253 shares of GE Vernova worth $4.04M as of Q3 2026.
  • WoodTrust Financial sold 6 GE Vernova shares in Q3 2026, an estimated $5.95K.
  • GE Vernova made up 0.49% of WoodTrust Financial's portfolio in Q3 2026, its #42 holding.
  • WoodTrust Financial first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
  • WoodTrust Financial's GE Vernova position peaked at $5M in Q2 2026.
  • 174 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.