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Buckley Wealth Management’s GE Vernova GEV Stock Holding History

Buckley 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 		$338K Sell
288
-98
-25% -$100K 0.08% 95
2026
Q1 		$337K Sell
386
-35
-8% -$27.3K 0.09% 94
2025
Q4 		$275K Sell
421
-30
-7% -$18.3K 0.07% 94
2025
Q3 		$277K Sell
451
-166
-27% -$101K 0.08% 95
2025
Q2 		$326K Buy
+617
New +$257K 0.1% 93
2025
Q1 		– Sell
-867
Closed -$285K – 105
2024
Q4 		$285K Sell
867
-410
-32% -$128K 0.09% 89
2024
Q3 		$326K Sell
1,277
-177
-12% -$34K 0.1% 87
2024
Q2 		$249K Buy
+1,454
New +$230K 0.08% 97

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

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

Buckley Wealth Management reduced its GE Vernova (GEV) stake by 25% in Q2 2026, selling an estimated $100K and leaving 288 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #95.

Buckley Wealth Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,420 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Buckley Wealth Management held 288 shares of GE Vernova worth $338K as of Q2 2026.
  • Buckley Wealth Management sold 98 GE Vernova shares in Q2 2026, an estimated $100K.
  • GE Vernova made up 0.08% of Buckley Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Buckley Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,420 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.