James T. Borello RIA’s GE Vernova GEV Stock Holding History

James T. Borello RIA’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	$185K	Hold	195	–	–	0.04%	116
2026 Q2	$229K	Buy	195 +7	+4%	+$7.14K	0.05%	107
2026 Q1	$164K	Buy	188 +27	+17%	+$21.1K	0.04%	115
2025 Q4	$105K	Buy	161 +39	+32%	+$23.8K	0.03%	130
2025 Q3	$75K	Buy	122 +16	+15%	+$9.69K	0.02%	141
2025 Q2	$56.1K	Buy	106 +103	+3,433%	+$42.9K	0.02%	137
2025 Q1	$916	Hold	3	–	–	﹤0.01%	213
2024 Q4	$987	Hold	3	–	–	﹤0.01%	190
2024 Q3	$765	Hold	3	–	–	﹤0.01%	177
2024 Q2	$515	Buy	+3	New	+$475	﹤0.01%	168

Other funds holding GEV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

James T. Borello RIA's GEV Position: Q3 2026 in Review

James T. Borello RIA held its GE Vernova (GEV) position steady in Q3 2026 at 195 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #116.

James T. Borello RIA first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $229K in Q2 2026. 532 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

James T. Borello RIA held 195 shares of GE Vernova worth $185K as of Q3 2026.
James T. Borello RIA left its GE Vernova share count unchanged in Q3 2026.
GE Vernova made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #116 holding.
James T. Borello RIA first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
James T. Borello RIA's GE Vernova position peaked at $229K in Q2 2026.
532 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.