Beto Financial Group’s GE Vernova GEV Stock Holding History

Beto 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	–	Sell	-198	Closed	-$207K	–	164
2026 Q1	$207K	Sell	198 -95	-32%	-$74.1K	0.12%	145
2025 Q4	$221K	Buy	+293	New	+$178K	0.15%	124

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Beto Financial Group sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 198 shares — an estimated $207K sold.

Beto Financial Group first reported a position in GEV in Q4 2025 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Beto Financial Group reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
Beto Financial Group sold 198 GE Vernova shares in Q2 2026, an estimated $207K.
Beto Financial Group first reported a position in GE Vernova in Q4 2025 and held it in 2 quarters.
Beto Financial Group's GE Vernova position peaked at $221K in Q4 2025.
3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.