CWMGO
GEV icon

Capstone Wealth Management Group (Oregon)’s GE Vernova GEV Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$399K Sell
339
-263
-44% -$268K 0.24% 83
2026
Q1 		$526K Hold
602
– – 0.32% 68
2025
Q4 		$393K Buy
602
+150
+33% +$91.4K 0.24% 78
2025
Q3 		$278K Buy
452
+2
+0.4% +$1.21K 0.18% 93
2025
Q2 		$238K Buy
+450
New +$187K 0.17% 92

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

Capstone Wealth Management Group (Oregon)'s GEV Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its GE Vernova (GEV) stake by 44% in Q2 2026, selling an estimated $268K and leaving 339 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #83.

Capstone Wealth Management Group (Oregon) first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $526K in Q1 2026. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 339 shares of GE Vernova worth $399K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) sold 263 GE Vernova shares in Q2 2026, an estimated $268K.
  • GE Vernova made up 0.24% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #83 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • Capstone Wealth Management Group (Oregon)'s GE Vernova position peaked at $526K in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.