CRIG
GEV icon

Charter Research & Investment Group’s GE Vernova GEV Stock Holding History

Charter Research & Investment Group’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 		$364K Hold
310
– – 0.22% 70
2026
Q1 		$271K Hold
310
– – 0.18% 74
2025
Q4 		$203K Buy
+310
New +$189K 0.14% 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

Charter Research & Investment Group's GEV Position: Q2 2026 in Review

Charter Research & Investment Group held its GE Vernova (GEV) position steady in Q2 2026 at 310 shares worth $364K. The position accounts for 0.22% of the portfolio, ranked #70.

Charter Research & Investment Group first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,455 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Charter Research & Investment Group held 310 shares of GE Vernova worth $364K as of Q2 2026.
  • Charter Research & Investment Group left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.22% of Charter Research & Investment Group's portfolio in Q2 2026, its #70 holding.
  • Charter Research & Investment Group first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 3,455 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.