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Berger Financial Group’s GE Vernova GEV Stock Holding History

Berger Financial Group’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 		$1.44M Buy
1,222
+41
+3% +$41.8K 0.07% 183
2026
Q1 		$1.03M Buy
1,181
+12
+1% +$9.36K 0.06% 204
2025
Q4 		$764K Buy
1,169
+183
+19% +$111K 0.04% 237
2025
Q3 		$606K Sell
986
-3
-0.3% -$1.82K 0.04% 263
2025
Q2 		$523K Buy
989
+101
+11% +$42.1K 0.03% 260
2025
Q1 		$271K Buy
888
+92
+12% +$32.1K 0.02% 352
2024
Q4 		$262K Buy
+796
New +$249K 0.02% 347

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Berger Financial Group's GEV Position: Q2 2026 in Review

Berger Financial Group increased its GE Vernova (GEV) stake by 3.5% in Q2 2026, buying an estimated $41.8K and bringing the position to 1,222 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #183.

Berger Financial Group first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 2,390 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Berger Financial Group held 1,222 shares of GE Vernova worth $1.44M as of Q2 2026.
  • Berger Financial Group bought 41 GE Vernova shares in Q2 2026, an estimated $41.8K.
  • GE Vernova made up 0.07% of Berger Financial Group's portfolio in Q2 2026, its #183 holding.
  • Berger Financial Group first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 2,390 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.