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Cassaday & Co Wealth Management’s GE Vernova GEV Stock Holding History

Cassaday & Co Wealth Management’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 		$1.33M Buy
1,134
+29
+3% +$29.6K 0.03% 130
2026
Q1 		$965K Sell
1,105
-64
-5% -$49.9K 0.02% 142
2025
Q4 		$764K Sell
1,169
-22
-2% -$13.4K 0.02% 171
2025
Q3 		$732K Buy
1,191
+25
+2% +$15.1K 0.02% 178
2025
Q2 		$617K Buy
1,166
+102
+10% +$42.5K 0.02% 184
2025
Q1 		$325K Buy
1,064
+3
+0.3% +$1.05K 0.01% 243
2024
Q4 		$349K Sell
1,061
-31
-3% -$9.69K 0.01% 235
2024
Q3 		$278K Sell
1,092
-111
-9% -$21.3K 0.01% 256
2024
Q2 		$206K Buy
+1,203
New +$191K 0.01% 272

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cassaday & Co Wealth Management's GEV Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its GE Vernova (GEV) stake by 2.6% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,134 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #130.

Cassaday & Co Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 2,344 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,134 shares of GE Vernova worth $1.33M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 29 GE Vernova shares in Q2 2026, an estimated $29.6K.
  • GE Vernova made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Cassaday & Co Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 2,344 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.