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Bartlett & Co Wealth Management’s GE Vernova GEV Stock Holding History

Bartlett & Co 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 		$3.92M Buy
3,336
+277
+9% +$283K 0.05% 160
2026
Q1 		$3.29M Buy
3,059
+4
+0.1% +$3.12K 0.04% 164
2025
Q4 		$2M Sell
3,055
-205
-6% -$125K 0.03% 206
2025
Q3 		$2M Buy
3,260
+80
+3% +$48.5K 0.03% 203
2025
Q2 		$1.68M Buy
3,180
+24
+0.8% +$9.99K 0.02% 215
2025
Q1 		$963K Buy
3,156
+39
+1% +$13.6K 0.01% 255
2024
Q4 		$1.03M Buy
3,117
+3
+0.1% +$938 0.01% 249
2024
Q3 		$794K Buy
3,114
+34
+1% +$6.53K 0.01% 283
2024
Q2 		$528K Buy
+3,080
New +$488K 0.01% 318

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

Bartlett & Co Wealth Management's GEV Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its GE Vernova (GEV) stake by 9.1% in Q2 2026, buying an estimated $283K and bringing the position to 3,336 shares worth $3.92M. The position accounts for 0.05% of the portfolio, ranked #160.

Bartlett & Co Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Bartlett & Co Wealth Management held 3,336 shares of GE Vernova worth $3.92M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 277 GE Vernova shares in Q2 2026, an estimated $283K.
  • GE Vernova made up 0.05% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Bartlett & Co Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.