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Bogart Wealth LLC’s GE Vernova GEV Stock Holding History

Bogart Wealth LLC’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 		$6.93M Buy
5,898
+5,706
+2,972% +$5.82M 0.24% 88
2026
Q1 		$168K Buy
192
+12
+7% +$9.36K 0.01% 289
2025
Q4 		$118K Sell
180
-15
-8% -$9.14K ﹤0.01% 322
2025
Q3 		$120K Buy
195
+42
+27% +$25.4K ﹤0.01% 311
2025
Q2 		$81K Buy
153
+15
+11% +$6.25K ﹤0.01% 351
2025
Q1 		$42.1K Buy
138
+17
+14% +$5.93K ﹤0.01% 455
2024
Q4 		$39.8K Hold
121
– – ﹤0.01% 447
2024
Q3 		$30.9K Buy
121
+18
+17% +$3.46K ﹤0.01% 484
2024
Q2 		$17.7K Buy
+103
New +$16.3K ﹤0.01% 556

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

Bogart Wealth LLC's GEV Position: Q2 2026 in Review

Bogart Wealth LLC increased its GE Vernova (GEV) stake by 2,972% in Q2 2026, buying an estimated $5.82M and bringing the position to 5,898 shares worth $6.93M. The position accounts for 0.24% of the portfolio, ranked #88.

Bogart Wealth LLC first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Bogart Wealth LLC held 5,898 shares of GE Vernova worth $6.93M as of Q2 2026.
  • Bogart Wealth LLC bought 5,706 GE Vernova shares in Q2 2026, an estimated $5.82M.
  • GE Vernova made up 0.24% of Bogart Wealth LLC's portfolio in Q2 2026, its #88 holding.
  • Bogart Wealth LLC first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.