COMPASS FINANCIAL MANAGEMENT LLC’s GE Vernova GEV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$6.83M	Buy	+6,689	New	+$6.83M	0.82%	23

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GEV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in GE Vernova (GEV) in Q2 2026: 6,689 shares worth $6.83M. The stake represents 0.82% of the portfolio and ranks #23 among its holdings.

2,742 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 6,689 shares of GE Vernova worth $6.83M as of Q2 2026.
GE Vernova was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
GE Vernova made up 0.82% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #23 holding.
2,742 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.