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Allworth Financial’s GE Vernova GEV Stock Holding History

Allworth 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
Q2 		$11.9M Sell
10,110
-6,228
-38% -$6.36M 0.05% 214
2026
Q1 		$14.3M Buy
16,338
+1,878
+13% +$1.47M 0.06% 198
2025
Q4 		$9.45M Buy
14,460
+6,035
+72% +$3.68M 0.04% 238
2025
Q3 		$5.18M Buy
8,425
+1,476
+21% +$894K 0.02% 311
2025
Q2 		$3.68M Buy
6,949
+1,390
+25% +$579K 0.02% 360
2025
Q1 		$2M Sell
5,559
-129
-2% -$45K 0.01% 402
2024
Q4 		$2.43M Buy
5,688
+1,590
+39% +$497K 0.01% 365
2024
Q3 		$1.04M Sell
4,098
-240
-6% -$46.1K 0.01% 425
2024
Q2 		$709K Buy
+4,338
New +$687K ﹤0.01% 489

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Allworth Financial's GEV Position: Q2 2026 in Review

Allworth Financial reduced its GE Vernova (GEV) stake by 38% in Q2 2026, selling an estimated $6.36M and leaving 10,110 shares worth $11.9M. The position accounts for 0.05% of the portfolio, ranked #214.

Allworth Financial first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.3M in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Allworth Financial held 10,110 shares of GE Vernova worth $11.9M as of Q2 2026.
  • Allworth Financial sold 6,228 GE Vernova shares in Q2 2026, an estimated $6.36M.
  • GE Vernova made up 0.05% of Allworth Financial's portfolio in Q2 2026, its #214 holding.
  • Allworth Financial first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Allworth Financial's GE Vernova position peaked at $14.3M in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.