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Confluence Wealth Services’s GE Vernova GEV Stock Holding History

Confluence Wealth Services’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 		$4.78M Buy
4,067
+1,955
+93% +$2M 0.14% 83
2026
Q1 		$1.84M Buy
2,112
+144
+7% +$112K 0.07% 127
2025
Q4 		$1.29M Sell
1,968
-239
-11% -$146K 0.05% 153
2025
Q3 		$1.36M Sell
2,207
-733
-25% -$444K 0.07% 142
2025
Q2 		$1.56M Buy
2,940
+947
+48% +$394K 0.08% 113
2025
Q1 		$670K Buy
1,993
+157
+9% +$54.7K 0.04% 195
2024
Q4 		$804K Sell
1,836
-38
-2% -$11.9K 0.05% 173
2024
Q3 		$478K Sell
1,874
-765
-29% -$147K 0.03% 230
2024
Q2 		$453K Buy
+2,639
New +$418K 0.04% 235

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

Confluence Wealth Services's GEV Position: Q2 2026 in Review

Confluence Wealth Services increased its GE Vernova (GEV) stake by 93% in Q2 2026, buying an estimated $2M and bringing the position to 4,067 shares worth $4.78M. The position accounts for 0.14% of the portfolio, ranked #83.

Confluence Wealth Services 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.

  • Confluence Wealth Services held 4,067 shares of GE Vernova worth $4.78M as of Q2 2026.
  • Confluence Wealth Services bought 1,955 GE Vernova shares in Q2 2026, an estimated $2M.
  • GE Vernova made up 0.14% of Confluence Wealth Services's portfolio in Q2 2026, its #83 holding.
  • Confluence Wealth Services 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 Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.