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Axxcess Wealth Management’s GE Vernova GEV Stock Holding History

Axxcess Wealth Management’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 		$7.55M Sell
6,427
-586
-8% -$598K 0.12% 174
2026
Q1 		$6.04M Buy
7,013
+359
+5% +$280K 0.19% 100
2025
Q4 		$4.35M Buy
6,654
+94
+1% +$57.3K 0.08% 233
2025
Q3 		$4.03M Sell
6,560
-31
-0.5% -$18.8K 0.09% 190
2025
Q2 		$3.49M Buy
6,591
+972
+17% +$405K 0.08% 191
2025
Q1 		$1.72M Buy
5,619
+1,583
+39% +$552K 0.05% 287
2024
Q4 		$1.33M Buy
4,036
+2,123
+111% +$664K 0.03% 350
2024
Q3 		$488K Buy
1,913
+158
+9% +$30.3K 0.01% 552
2024
Q2 		$301K Buy
+1,755
New +$278K 0.01% 647

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Axxcess Wealth Management's GEV Position: Q2 2026 in Review

Axxcess Wealth Management reduced its GE Vernova (GEV) stake by 8.4% in Q2 2026, selling an estimated $598K and leaving 6,427 shares worth $7.55M. The position accounts for 0.12% of the portfolio, ranked #174.

Axxcess Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,814 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Axxcess Wealth Management held 6,427 shares of GE Vernova worth $7.55M as of Q2 2026.
  • Axxcess Wealth Management sold 586 GE Vernova shares in Q2 2026, an estimated $598K.
  • GE Vernova made up 0.12% of Axxcess Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Axxcess Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 1,814 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.