Creative Planning’s GE Vernova GEV Stock Holding History

Creative 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
2025 Q4	–	Sell	-100	Closed	-$1.5K	–	4138
2025 Q3	$1.5K	Buy	+100	New	+$60.6K	﹤0.01%	3883

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

Creative Planning's GEV Position: Q2 2026 in Review

Creative Planning increased its GE Vernova (GEV) stake by 7.7% in Q2 2026, buying an estimated $8.17M and bringing the position to 111,352 shares worth $131M. The position accounts for 0.08% of the portfolio, ranked #116.

Creative Planning first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Creative Planning held 111,352 shares of GE Vernova worth $131M as of Q2 2026.
Creative Planning bought 8,008 GE Vernova shares in Q2 2026, an estimated $8.17M.
GE Vernova made up 0.08% of Creative Planning's portfolio in Q2 2026, its #116 holding.
Creative Planning first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.