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Comprehensive Financial Planning’s GE Vernova GEV Stock Holding History

Comprehensive Financial Planning’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 		$79.9K Hold
68
– – 0.04% 152
2026
Q1 		$59.4K Hold
68
– – 0.04% 151
2025
Q4 		$44.4K Buy
68
+64
+1,600% +$39K 0.03% 165
2025
Q3 		$2.46K Hold
4
– – ﹤0.01% 298
2025
Q2 		$2.12K Hold
4
– – ﹤0.01% 289
2025
Q1 		$1.22K Hold
4
– – ﹤0.01% 295
2024
Q4 		$1.32K Buy
+4
New +$1.25K ﹤0.01% 324

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

Comprehensive Financial Planning's GEV Position: Q2 2026 in Review

Comprehensive Financial Planning held its GE Vernova (GEV) position steady in Q2 2026 at 68 shares worth $79.9K. The position accounts for 0.04% of the portfolio, ranked #152.

Comprehensive Financial Planning first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Comprehensive Financial Planning held 68 shares of GE Vernova worth $79.9K as of Q2 2026.
  • Comprehensive Financial Planning left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.04% of Comprehensive Financial Planning's portfolio in Q2 2026, its #152 holding.
  • Comprehensive Financial Planning first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.