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BSW Wealth Partners’s GE Vernova GEV Stock Holding History

BSW Wealth Partners’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 		$1.53M Sell
1,303
-45
-3% -$45.9K 0.17% 73
2026
Q1 		$1.18M Sell
1,348
-74
-5% -$57.7K 0.14% 88
2025
Q4 		$929K Sell
1,422
-48
-3% -$29.2K 0.11% 109
2025
Q3 		$904K Buy
1,470
+784
+114% +$475K 0.11% 106
2025
Q2 		$363K Sell
686
-63
-8% -$26.2K 0.05% 210
2025
Q1 		$229K Sell
749
-35
-4% -$12.2K 0.03% 273
2024
Q4 		$258K Buy
+784
New +$245K 0.04% 259

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

BSW Wealth Partners's GEV Position: Q2 2026 in Review

BSW Wealth Partners reduced its GE Vernova (GEV) stake by 3.3% in Q2 2026, selling an estimated $45.9K and leaving 1,303 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #73.

BSW Wealth Partners first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • BSW Wealth Partners held 1,303 shares of GE Vernova worth $1.53M as of Q2 2026.
  • BSW Wealth Partners sold 45 GE Vernova shares in Q2 2026, an estimated $45.9K.
  • GE Vernova made up 0.17% of BSW Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • BSW Wealth Partners first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.