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Beverly Hills Private Wealth’s GE Vernova GEV Stock Holding History

Beverly Hills Private Wealth’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 		$372K Sell
317
-33
-9% -$33.7K 0.07% 174
2026
Q1 		$305K Sell
350
-88
-20% -$68.7K 0.05% 266
2025
Q4 		$286K Buy
438
+65
+17% +$39.6K 0.05% 265
2025
Q3 		$229K Buy
+373
New +$226K 0.04% 309

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

Beverly Hills Private Wealth's GEV Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its GE Vernova (GEV) stake by 9.4% in Q2 2026, selling an estimated $33.7K and leaving 317 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #174.

Beverly Hills Private Wealth first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Beverly Hills Private Wealth held 317 shares of GE Vernova worth $372K as of Q2 2026.
  • Beverly Hills Private Wealth sold 33 GE Vernova shares in Q2 2026, an estimated $33.7K.
  • GE Vernova made up 0.07% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #174 holding.
  • Beverly Hills Private Wealth first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.