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Calton & Associates’s GE Vernova GEV Stock Holding History

Calton & Associates’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 		$969K Buy
825
+37
+5% +$37.8K 0.14% 131
2026
Q1 		$688K Sell
788
-286
-27% -$223K 0.1% 190
2025
Q4 		$702K Buy
1,074
+89
+9% +$54.2K 0.1% 194
2025
Q3 		$606K Buy
985
+226
+30% +$137K 0.09% 198
2025
Q2 		$402K Buy
+759
New +$316K 0.07% 239

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

Calton & Associates's GEV Position: Q2 2026 in Review

Calton & Associates increased its GE Vernova (GEV) stake by 4.7% in Q2 2026, buying an estimated $37.8K and bringing the position to 825 shares worth $969K. The position accounts for 0.14% of the portfolio, ranked #131.

Calton & Associates first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Calton & Associates held 825 shares of GE Vernova worth $969K as of Q2 2026.
  • Calton & Associates bought 37 GE Vernova shares in Q2 2026, an estimated $37.8K.
  • GE Vernova made up 0.14% of Calton & Associates's portfolio in Q2 2026, its #131 holding.
  • Calton & Associates first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.