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Asset Planning Inc’s GE Vernova GEV Stock Holding History

Asset Planning 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 		$222K Buy
189
+59
+45% +$60.2K 0.14% 86
2026
Q1 		$114K Buy
130
+25
+24% +$19.5K 0.08% 107
2025
Q4 		$68.8K Hold
105
– – 0.05% 127
2025
Q3 		$64.7K Hold
105
– – 0.05% 131
2025
Q2 		$55.6K Hold
105
– – 0.04% 139
2025
Q1 		$32.1K Hold
105
– – 0.03% 178
2024
Q4 		$34.5K Buy
+105
New +$32.8K 0.03% 176

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

Asset Planning Inc's GEV Position: Q2 2026 in Review

Asset Planning Inc increased its GE Vernova (GEV) stake by 45% in Q2 2026, buying an estimated $60.2K and bringing the position to 189 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #86.

Asset Planning Inc first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Asset Planning Inc held 189 shares of GE Vernova worth $222K as of Q2 2026.
  • Asset Planning Inc bought 59 GE Vernova shares in Q2 2026, an estimated $60.2K.
  • GE Vernova made up 0.14% of Asset Planning Inc's portfolio in Q2 2026, its #86 holding.
  • Asset Planning Inc first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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