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Copia Wealth Management’s GE Vernova GEV Stock Holding History

Copia Wealth Management’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 		$47K Buy
40
+9
+29% +$9.19K 0.03% 219
2026
Q1 		$27.1K Hold
31
– – 0.02% 253
2025
Q4 		$20.3K Hold
31
– – 0.01% 268
2025
Q3 		$19.1K Hold
31
– – 0.01% 265
2025
Q2 		$16.4K Sell
31
-4
-11% -$1.67K 0.01% 250
2025
Q1 		$10.7K Buy
+35
New +$12.2K 0.01% 270

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

Copia Wealth Management's GEV Position: Q2 2026 in Review

Copia Wealth Management increased its GE Vernova (GEV) stake by 29% in Q2 2026, buying an estimated $9.19K and bringing the position to 40 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #219.

Copia Wealth Management first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Copia Wealth Management held 40 shares of GE Vernova worth $47K as of Q2 2026.
  • Copia Wealth Management bought 9 GE Vernova shares in Q2 2026, an estimated $9.19K.
  • GE Vernova made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Copia Wealth Management first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.