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Curio Wealth’s GE Vernova GEV Stock Holding History

Curio 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 		– Sell
-8
Closed -$6.98K – 1205
2026
Q1 		$6.98K Sell
8
-3
-27% -$2.34K ﹤0.01% 244
2025
Q4 		$7.34K Buy
11
+8
+267% +$4.87K ﹤0.01% 268
2025
Q3 		$1.84K Hold
3
– – ﹤0.01% 242
2025
Q2 		$1.59K Buy
3
+1
+50% +$416 ﹤0.01% 286
2025
Q1 		$11.2K Sell
2
-32
-94% -$11.2K 0.01% 220
2024
Q4 		$11.2K Buy
+34
New +$10.6K 0.01% 208

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

Curio Wealth's GEV Position: Q2 2026 in Review

Curio Wealth sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 8 shares — an estimated $6.98K sold.

Curio Wealth first reported a position in GEV in Q4 2024 and held it in 6 quarters. The position peaked at $11.2K in Q1 2025. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Curio Wealth reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 8 GE Vernova shares in Q2 2026, an estimated $6.98K.
  • Curio Wealth first reported a position in GE Vernova in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's GE Vernova position peaked at $11.2K in Q1 2025.
  • 3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.