Planning Strategies Inc.’s GE Vernova GEV Stock Holding History

Planning Strategies Inc.’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	$49.9K	Buy	+43	New	+$43.9K	0.03%	157

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Planning Strategies Inc.'s GEV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in GE Vernova (GEV) in Q2 2026: 43 shares worth $49.9K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings.

1,339 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Planning Strategies Inc. held 43 shares of GE Vernova worth $49.9K as of Q2 2026.
GE Vernova was a new Planning Strategies Inc. position in Q2 2026.
GE Vernova made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #157 holding.
1,339 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.