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Baker Tilly Wealth Management’s GE Vernova GEV Stock Holding History

Baker Tilly 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 		$642K Buy
546
+13
+2% +$13.3K 0.14% 145
2026
Q1 		$465K Sell
533
-150
-22% -$117K 0.11% 166
2025
Q4 		$446K Buy
683
+74
+12% +$45.1K 0.11% 173
2025
Q3 		$374K Buy
609
+8
+1% +$4.85K 0.08% 184
2025
Q2 		$318K Buy
+601
New +$250K 0.11% 180

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

Baker Tilly Wealth Management's GEV Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its GE Vernova (GEV) stake by 2.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 546 shares worth $642K. The position accounts for 0.14% of the portfolio, ranked #145.

Baker Tilly Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Baker Tilly Wealth Management held 546 shares of GE Vernova worth $642K as of Q2 2026.
  • Baker Tilly Wealth Management bought 13 GE Vernova shares in Q2 2026, an estimated $13.3K.
  • GE Vernova made up 0.14% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Baker Tilly Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.