Carl P. Sherr & Co’s GE Vernova GEV Stock Holding History

Carl P. Sherr & Co’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	$425K	Hold	361	–	–	0.18%	88
2026 Q1	$315K	Hold	361	–	–	0.15%	102
2025 Q4	$262K	Buy	+361	New	+$220K	0.12%	116

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

Carl P. Sherr & Co's GEV Position: Q2 2026 in Review

Carl P. Sherr & Co held its GE Vernova (GEV) position steady in Q2 2026 at 361 shares worth $425K. The position accounts for 0.18% of the portfolio, ranked #88.

Carl P. Sherr & Co first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,453 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Carl P. Sherr & Co held 361 shares of GE Vernova worth $425K as of Q2 2026.
Carl P. Sherr & Co left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.18% of Carl P. Sherr & Co's portfolio in Q2 2026, its #88 holding.
Carl P. Sherr & Co first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
3,453 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.