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Castle Wealth Management’s GE Vernova GEV Stock Holding History

Castle 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 		$397K Hold
338
– – 0.12% 98
2026
Q1 		$295K Hold
338
– – 0.1% 109
2025
Q4 		$221K Hold
338
– – 0.07% 125
2025
Q3 		$208K Buy
+338
New +$205K 0.07% 122

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 Wealth Management's GEV Position: Q2 2026 in Review

Castle Wealth Management held its GE Vernova (GEV) position steady in Q2 2026 at 338 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #98.

Castle Wealth Management first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Castle Wealth Management held 338 shares of GE Vernova worth $397K as of Q2 2026.
  • Castle Wealth Management left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.12% of Castle Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Castle Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.