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Ascent Wealth Partners’s GE Vernova GEV Stock Holding History

Ascent Wealth Partners’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 		$12.5M Buy
10,652
+365
+4% +$373K 1.25% 21
2026
Q1 		$8.98M Buy
10,287
+870
+9% +$679K 1.04% 28
2025
Q4 		$6.15M Sell
9,417
-274
-3% -$167K 0.71% 43
2025
Q3 		$5.96M Sell
9,691
-2,795
-22% -$1.69M 0.69% 47
2025
Q2 		$6.61M Sell
12,486
-3,686
-23% -$1.53M 0.82% 40
2025
Q1 		$4.94M Buy
+16,172
New +$5.64M 0.66% 45

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

Ascent Wealth Partners's GEV Position: Q2 2026 in Review

Ascent Wealth Partners increased its GE Vernova (GEV) stake by 3.5% in Q2 2026, buying an estimated $373K and bringing the position to 10,652 shares worth $12.5M. The position accounts for 1.25% of the portfolio, ranked #21.

Ascent Wealth Partners first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Ascent Wealth Partners held 10,652 shares of GE Vernova worth $12.5M as of Q2 2026.
  • Ascent Wealth Partners bought 365 GE Vernova shares in Q2 2026, an estimated $373K.
  • GE Vernova made up 1.25% of Ascent Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Ascent Wealth Partners first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.