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Bay Harbor Wealth Management’s GE Vernova GEV Stock Holding History

Bay Harbor 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 		$229K Buy
195
+131
+205% +$134K 0.05% 63
2026
Q1 		$55.9K Buy
64
+10
+19% +$7.8K 0.01% 112
2025
Q4 		$35.3K Buy
54
+3
+6% +$1.83K 0.01% 116
2025
Q3 		$31.4K Buy
51
+43
+538% +$26.1K 0.01% 115
2025
Q2 		$4.23K Buy
8
+3
+60% +$1.25K ﹤0.01% 190
2025
Q1 		$1.53K Sell
5
-10
-67% -$3.49K ﹤0.01% 230
2024
Q4 		$4.93K Buy
+15
New +$4.69K ﹤0.01% 134

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

Bay Harbor Wealth Management's GEV Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its GE Vernova (GEV) stake by 205% in Q2 2026, buying an estimated $134K and bringing the position to 195 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #63.

Bay Harbor Wealth Management first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Bay Harbor Wealth Management held 195 shares of GE Vernova worth $229K as of Q2 2026.
  • Bay Harbor Wealth Management bought 131 GE Vernova shares in Q2 2026, an estimated $134K.
  • GE Vernova made up 0.05% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Bay Harbor Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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