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Cornerstone Planning Group’s GE Vernova GEV Stock Holding History

Cornerstone Planning Group’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 		$225K Sell
228
-7
-3% -$7.14K 0.03% 163
2026
Q1 		$256K Buy
235
+31
+15% +$24.2K 0.03% 146
2025
Q4 		$145K Sell
204
-40
-16% -$24.4K 0.02% 174
2025
Q3 		$140K Buy
244
+48
+24% +$29.1K 0.02% 178
2025
Q2 		$127K Sell
196
-64
-25% -$26.6K 0.03% 120
2025
Q1 		$87.4K Buy
260
+197
+313% +$68.7K 0.02% 159
2024
Q4 		$20.8K Buy
63
+2
+3% +$625 0.01% 304
2024
Q3 		$18.2K Hold
61
– – ﹤0.01% 306
2024
Q2 		$9.9K Buy
61
+20
+49% +$3.17K ﹤0.01% 441
2024
Q1 		$6.82K Buy
+41
New +$5.49K ﹤0.01% 474

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cornerstone Planning Group's GEV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its GE Vernova (GEV) stake by 3% in Q2 2026, selling an estimated $7.14K and leaving 228 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #163.

Cornerstone Planning Group first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. The position peaked at $256K in Q1 2026. 2,254 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Cornerstone Planning Group held 228 shares of GE Vernova worth $225K as of Q2 2026.
  • Cornerstone Planning Group sold 7 GE Vernova shares in Q2 2026, an estimated $7.14K.
  • GE Vernova made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #163 holding.
  • Cornerstone Planning Group first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's GE Vernova position peaked at $256K in Q1 2026.
  • 2,254 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.