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CreativeOne Wealth’s GE Vernova GEV Stock Holding History

CreativeOne Wealth’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 		$6.28M Buy
5,342
+725
+16% +$740K 0.14% 130
2026
Q1 		$4.03M Buy
4,617
+1,182
+34% +$922K 0.09% 208
2025
Q4 		$2.25M Sell
3,435
-26
-0.8% -$15.8K 0.05% 314
2025
Q3 		$2.13M Buy
3,461
+223
+7% +$135K 0.05% 323
2025
Q2 		$1.71M Buy
3,238
+537
+20% +$224K 0.04% 384
2025
Q1 		$825K Buy
2,701
+69
+3% +$24.1K 0.02% 541
2024
Q4 		$866K Buy
2,632
+471
+22% +$147K 0.03% 519
2024
Q3 		$551K Buy
2,161
+505
+30% +$97K 0.02% 597
2024
Q2 		$284K Buy
+1,656
New +$262K 0.01% 635

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

CreativeOne Wealth's GEV Position: Q2 2026 in Review

CreativeOne Wealth increased its GE Vernova (GEV) stake by 16% in Q2 2026, buying an estimated $740K and bringing the position to 5,342 shares worth $6.28M. The position accounts for 0.14% of the portfolio, ranked #130.

CreativeOne Wealth 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.

  • CreativeOne Wealth held 5,342 shares of GE Vernova worth $6.28M as of Q2 2026.
  • CreativeOne Wealth bought 725 GE Vernova shares in Q2 2026, an estimated $740K.
  • GE Vernova made up 0.14% of CreativeOne Wealth's portfolio in Q2 2026, its #130 holding.
  • CreativeOne Wealth 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 CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.