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BCS Wealth Management’s GE Vernova GEV Stock Holding History

BCS 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 		$676K Buy
575
+12
+2% +$12.2K 0.12% 142
2026
Q1 		$491K Sell
563
-564
-50% -$440K 0.1% 162
2025
Q4 		$737K Buy
1,127
+570
+102% +$347K 0.07% 186
2025
Q3 		$343K Sell
557
-152
-21% -$92.1K 0.08% 182
2025
Q2 		$375K Buy
+709
New +$295K 0.08% 183

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

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

BCS Wealth Management increased its GE Vernova (GEV) stake by 2.1% in Q2 2026, buying an estimated $12.2K and bringing the position to 575 shares worth $676K. The position accounts for 0.12% of the portfolio, ranked #142.

BCS Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $737K in Q4 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • BCS Wealth Management held 575 shares of GE Vernova worth $676K as of Q2 2026.
  • BCS Wealth Management bought 12 GE Vernova shares in Q2 2026, an estimated $12.2K.
  • GE Vernova made up 0.12% of BCS Wealth Management's portfolio in Q2 2026, its #142 holding.
  • BCS Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • BCS Wealth Management's GE Vernova position peaked at $737K in Q4 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.