Burk Holdings’s GE Vernova GEV Stock Holding History

Burk Holdings’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	$42.3K	Buy	36 +12	+50%	+$12.2K	0.02%	159
2026 Q1	$20.9K	Buy	+24	New	+$18.7K	0.01%	197

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 $3.37T AUM 44.26% 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

Burk Holdings's GEV Position: Q2 2026 in Review

Burk Holdings increased its GE Vernova (GEV) stake by 50% in Q2 2026, buying an estimated $12.2K and bringing the position to 36 shares worth $42.3K. The position accounts for 0.02% of the portfolio, ranked #159.

Burk Holdings first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Burk Holdings held 36 shares of GE Vernova worth $42.3K as of Q2 2026.
Burk Holdings bought 12 GE Vernova shares in Q2 2026, an estimated $12.2K.
GE Vernova made up 0.02% of Burk Holdings's portfolio in Q2 2026, its #159 holding.
Burk Holdings first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.