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BKM Wealth Management’s GE Vernova GEV Stock Holding History

BKM 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 		$661K Sell
563
-100
-15% -$102K 0.23% 91
2026
Q1 		$579K Sell
663
-37
-5% -$28.9K 0.21% 101
2025
Q4 		$457K Sell
700
-3
-0.4% -$1.83K 0.17% 106
2025
Q3 		$432K Buy
703
+3
+0.4% +$1.82K 0.16% 108
2025
Q2 		$370K Buy
700
+14
+2% +$5.83K 0.14% 118
2025
Q1 		$209K Hold
686
– – 0.09% 149
2024
Q4 		$226K Buy
+686
New +$214K 0.09% 156

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

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

BKM Wealth Management reduced its GE Vernova (GEV) stake by 15% in Q2 2026, selling an estimated $102K and leaving 563 shares worth $661K. The position accounts for 0.23% of the portfolio, ranked #91.

BKM Wealth Management first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,456 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • BKM Wealth Management held 563 shares of GE Vernova worth $661K as of Q2 2026.
  • BKM Wealth Management sold 100 GE Vernova shares in Q2 2026, an estimated $102K.
  • GE Vernova made up 0.23% of BKM Wealth Management's portfolio in Q2 2026, its #91 holding.
  • BKM Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,456 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.