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Caldwell Trust’s GE Vernova GEV Stock Holding History

Caldwell Trust’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 		$1.64M Buy
1,400
+319
+30% +$326K 0.13% 131
2026
Q1 		$944K Hold
1,081
– – 0.08% 168
2025
Q4 		$707K Hold
1,081
– – 0.06% 198
2025
Q3 		$665K Sell
1,081
-52
-5% -$31.5K 0.06% 199
2025
Q2 		$600K Hold
1,133
– – 0.06% 204
2025
Q1 		$346K Hold
1,133
– – 0.04% 251
2024
Q4 		$373K Hold
1,133
– – 0.04% 243
2024
Q3 		$289K Sell
1,133
-63
-5% -$12.1K 0.03% 271
2024
Q2 		$205K Buy
+1,196
New +$190K 0.02% 305

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

Caldwell Trust's GEV Position: Q2 2026 in Review

Caldwell Trust increased its GE Vernova (GEV) stake by 30% in Q2 2026, buying an estimated $326K and bringing the position to 1,400 shares worth $1.64M. The position accounts for 0.13% of the portfolio, ranked #131.

Caldwell Trust first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,455 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Caldwell Trust held 1,400 shares of GE Vernova worth $1.64M as of Q2 2026.
  • Caldwell Trust bought 319 GE Vernova shares in Q2 2026, an estimated $326K.
  • GE Vernova made up 0.13% of Caldwell Trust's portfolio in Q2 2026, its #131 holding.
  • Caldwell Trust first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,455 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.