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Carr Financial Group’s GE Vernova GEV Stock Holding History

Carr Financial Group’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 		$290K Buy
247
+14
+6% +$14.3K 0.07% 153
2026
Q1 		$203K Buy
+233
New +$182K 0.05% 169
2025
Q4 		– Sell
-331
Closed -$204K – 208
2025
Q3 		$204K Buy
+331
New +$201K 0.06% 185

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

Carr Financial Group's GEV Position: Q2 2026 in Review

Carr Financial Group increased its GE Vernova (GEV) stake by 6% in Q2 2026, buying an estimated $14.3K and bringing the position to 247 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #153.

Carr Financial Group first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Carr Financial Group held 247 shares of GE Vernova worth $290K as of Q2 2026.
  • Carr Financial Group bought 14 GE Vernova shares in Q2 2026, an estimated $14.3K.
  • GE Vernova made up 0.07% of Carr Financial Group's portfolio in Q2 2026, its #153 holding.
  • Carr Financial Group first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.