BWM
GEV icon

Bullock Wealth Management’s GE Vernova GEV Stock Holding History

Bullock 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 		$216K Hold
190
– – 0.09% 171
2026
Q1 		$170K Hold
190
– – 0.09% 178
2025
Q4 		$124K Buy
190
+5
+3% +$3.04K 0.06% 201
2025
Q3 		$112K Hold
185
– – 0.06% 206
2025
Q2 		$93.6K Sell
185
-6
-3% -$2.5K 0.05% 201
2025
Q1 		$60.3K Hold
191
– – 0.03% 229
2024
Q4 		$62.8K Hold
191
– – 0.04% 229
2024
Q3 		$49K Hold
191
– – 0.03% 245
2024
Q2 		$32K Buy
+191
New +$30.3K 0.02% 268

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management held its GE Vernova (GEV) position steady in Q2 2026 at 190 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #171.

Bullock Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Bullock Wealth Management held 190 shares of GE Vernova worth $216K as of Q2 2026.
  • Bullock Wealth Management left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.09% of Bullock Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Bullock Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.