Chevy Chase Trust
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Chevy Chase Trust’s GE Vernova GEV Stock Holding History

Chevy Chase Trust’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 		$154M Sell
131,460
-3,018
-2% -$3.08M 0.4% 47
2026
Q1 		$117M Sell
134,478
-4,787
-3% -$3.73M 0.34% 59
2025
Q4 		$91M Sell
139,265
-1,663
-1% -$1.01M 0.25% 78
2025
Q3 		$86.7M Sell
140,928
-5,188
-4% -$3.14M 0.24% 86
2025
Q2 		$77.3M Sell
146,116
-534
-0.4% -$222K 0.22% 93
2025
Q1 		$44.8M Sell
146,650
-45
-0% -$15.7K 0.14% 138
2024
Q4 		$48.3M Sell
146,695
-2,640
-2% -$825K 0.15% 124
2024
Q3 		$38.1M Sell
149,335
-2,364
-2% -$454K 0.12% 163
2024
Q2 		$26M Buy
+151,699
New +$24M 0.08% 203

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

Chevy Chase Trust's GEV Position: Q2 2026 in Review

Chevy Chase Trust reduced its GE Vernova (GEV) stake by 2.2% in Q2 2026, selling an estimated $3.08M and leaving 131,460 shares worth $154M. The position accounts for 0.4% of the portfolio, ranked #47.

Chevy Chase Trust first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Chevy Chase Trust held 131,460 shares of GE Vernova worth $154M as of Q2 2026.
  • Chevy Chase Trust sold 3,018 GE Vernova shares in Q2 2026, an estimated $3.08M.
  • GE Vernova made up 0.4% of Chevy Chase Trust's portfolio in Q2 2026, its #47 holding.
  • Chevy Chase Trust first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.