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Castle Rock Wealth Management’s GE Vernova GEV Stock Holding History

Castle Rock 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 		$2.75M Buy
2,420
+136
+6% +$139K 0.54% 53
2026
Q1 		$2.05M Buy
2,284
+69
+3% +$53.8K 0.44% 66
2025
Q4 		$1.68M Buy
+2,215
New +$1.35M 0.36% 83

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

Castle Rock Wealth Management's GEV Position: Q2 2026 in Review

Castle Rock Wealth Management increased its GE Vernova (GEV) stake by 6% in Q2 2026, buying an estimated $139K and bringing the position to 2,420 shares worth $2.75M. The position accounts for 0.54% of the portfolio, ranked #53.

Castle Rock Wealth Management first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Castle Rock Wealth Management held 2,420 shares of GE Vernova worth $2.75M as of Q2 2026.
  • Castle Rock Wealth Management bought 136 GE Vernova shares in Q2 2026, an estimated $139K.
  • GE Vernova made up 0.54% of Castle Rock Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Castle Rock Wealth Management first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.