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Cyndeo Wealth Partners’s GE Vernova GEV Stock Holding History

Cyndeo Wealth Partners’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 		$1.11M Buy
946
+38
+4% +$38.8K 0.05% 249
2026
Q1 		$793K Buy
908
+15
+2% +$11.7K 0.04% 256
2025
Q4 		$584K Buy
893
+75
+9% +$45.7K 0.03% 301
2025
Q3 		$503K Buy
818
+31
+4% +$18.8K 0.03% 308
2025
Q2 		$417K Sell
787
-21
-3% -$8.74K 0.02% 326
2025
Q1 		$247K Sell
808
-8
-1% -$2.79K 0.02% 406
2024
Q4 		$268K Sell
816
-19
-2% -$5.94K 0.02% 381
2024
Q3 		$213K Buy
+835
New +$160K 0.01% 426

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

Cyndeo Wealth Partners's GEV Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its GE Vernova (GEV) stake by 4.2% in Q2 2026, buying an estimated $38.8K and bringing the position to 946 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #249.

Cyndeo Wealth Partners first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Cyndeo Wealth Partners held 946 shares of GE Vernova worth $1.11M as of Q2 2026.
  • Cyndeo Wealth Partners bought 38 GE Vernova shares in Q2 2026, an estimated $38.8K.
  • GE Vernova made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • Cyndeo Wealth Partners first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.