CWMS
GEV icon

CFG Wealth Management Services’s GE Vernova GEV Stock Holding History

CFG Wealth Management 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 		– Sell
-68
Closed -$59.4K – 150
2026
Q1 		$59.4K Buy
+68
New +$53.1K 0.05% 99

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

CFG Wealth Management Services's GEV Position: Q2 2026 in Review

CFG Wealth Management Services sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 68 shares — an estimated $59.4K sold.

CFG Wealth Management Services first reported a position in GEV in Q1 2026 and held it in 1 quarter. The position peaked at $59.4K in Q1 2026. 3,419 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • CFG Wealth Management Services reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 68 GE Vernova shares in Q2 2026, an estimated $59.4K.
  • CFG Wealth Management Services first reported a position in GE Vernova in Q1 2026 and held it in 1 quarter.
  • CFG Wealth Management Services's GE Vernova position peaked at $59.4K in Q1 2026.
  • 3,419 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.