Concord Wealth Partners’s GE Vernova GEV Stock Holding History

Concord Wealth Partners’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	$316K	Hold	269	–	–	0.04%	179
2026 Q1	$235K	Hold	269	–	–	0.03%	186
2025 Q4	$176K	Buy	269 +93	+53%	+$56.6K	0.02%	205
2025 Q3	$108K	Sell	176 -113	-39%	-$68.5K	0.01%	252
2025 Q2	$153K	Buy	289 +124	+75%	+$51.6K	0.02%	226
2025 Q1	$50.4K	Buy	165 +1	+0.6%	+$349	0.01%	316
2024 Q4	$53.9K	Sell	164 -10	-6%	-$3.13K	0.01%	317
2024 Q3	$44.4K	Buy	174 +50	+40%	+$9.6K	0.01%	355
2024 Q2	$21.3K	Buy	+124	New	+$19.6K	﹤0.01%	416

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Concord Wealth Partners's GEV Position: Q2 2026 in Review

Concord Wealth Partners held its GE Vernova (GEV) position steady in Q2 2026 at 269 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #179.

Concord Wealth Partners first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Concord Wealth Partners held 269 shares of GE Vernova worth $316K as of Q2 2026.
Concord Wealth Partners left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #179 holding.
Concord Wealth Partners first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.