CBIZ Investment Advisory Services’s GE Vernova GEV Stock Holding History

CBIZ Investment Advisory Services’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	$19.2K	Hold	22	–	–	﹤0.01%	126
2026 Q1	$19.2K	Sell	22 -59	-73%	-$46K	﹤0.01%	126
2025 Q4	$52.9K	Sell	81 -2	-2%	-$1.22K	﹤0.01%	135
2025 Q3	$51K	Sell	83 -22	-21%	-$13.3K	﹤0.01%	128
2025 Q2	$55.6K	Buy	105 +59	+128%	+$24.6K	﹤0.01%	123
2025 Q1	$14K	Buy	46 +6	+15%	+$2.09K	﹤0.01%	281
2024 Q4	$13.2K	Buy	+40	New	+$12.5K	﹤0.01%	260
2024 Q3	–	Sell	-9	Closed	-$1.54K	–	450
2024 Q2	$1.54K	Buy	+9	New	+$1.43K	﹤0.01%	343

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

CBIZ Investment Advisory Services's GEV Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its GE Vernova (GEV) position steady in Q2 2026 at 22 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #126.

CBIZ Investment Advisory Services first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. The position peaked at $55.6K in Q2 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

CBIZ Investment Advisory Services held 22 shares of GE Vernova worth $19.2K as of Q2 2026.
CBIZ Investment Advisory Services left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #126 holding.
CBIZ Investment Advisory Services first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
CBIZ Investment Advisory Services's GE Vernova position peaked at $55.6K in Q2 2025.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.