BOK Financial Private Wealth’s GE Vernova GEV Stock Holding History

BOK Financial 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	$1.11M	Sell	941 -30	-3%	-$30.6K	0.06%	82
2026 Q1	$848K	Sell	971 -823	-46%	-$642K	0.05%	89
2025 Q4	$1.17M	Sell	1,794 -8	-0.4%	-$4.87K	0.07%	82
2025 Q3	$1.11M	Buy	1,802 +12	+0.7%	+$7.27K	0.07%	83
2025 Q2	$947K	Sell	1,790 -64	-3%	-$26.6K	0.06%	89
2025 Q1	$566K	Buy	1,854 +1,636	+750%	+$570K	0.04%	117
2024 Q4	$71.8K	Buy	218 +167	+327%	+$52.2K	0.01%	235
2024 Q3	$13K	Hold	51	–	–	﹤0.01%	370
2024 Q2	$8.75K	Buy	+51	New	+$8.08K	﹤0.01%	378

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

BOK Financial Private Wealth's GEV Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its GE Vernova (GEV) stake by 3.1% in Q2 2026, selling an estimated $30.6K and leaving 941 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #82.

BOK Financial Private Wealth first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

BOK Financial Private Wealth held 941 shares of GE Vernova worth $1.11M as of Q2 2026.
BOK Financial Private Wealth sold 30 GE Vernova shares in Q2 2026, an estimated $30.6K.
GE Vernova made up 0.06% of BOK Financial Private Wealth's portfolio in Q2 2026, its #82 holding.
BOK Financial Private Wealth first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
BOK Financial Private Wealth's GE Vernova position peaked at $1.17M in Q4 2025.
3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.