DBRC
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D.B. Root & Company’s GE Vernova GEV Stock Holding History

D.B. Root & Company’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 		$882K Buy
751
+17
+2% +$17.4K 0.19% 78
2026
Q1 		$641K Buy
734
+136
+23% +$106K 0.15% 96
2025
Q4 		$391K Sell
598
-457
-43% -$278K 0.1% 127
2025
Q3 		$649K Buy
1,055
+273
+35% +$165K 0.16% 88
2025
Q2 		$414K Buy
+782
New +$326K 0.12% 122

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

D.B. Root & Company's GEV Position: Q2 2026 in Review

D.B. Root & Company increased its GE Vernova (GEV) stake by 2.3% in Q2 2026, buying an estimated $17.4K and bringing the position to 751 shares worth $882K. The position accounts for 0.19% of the portfolio, ranked #78.

D.B. Root & Company first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • D.B. Root & Company held 751 shares of GE Vernova worth $882K as of Q2 2026.
  • D.B. Root & Company bought 17 GE Vernova shares in Q2 2026, an estimated $17.4K.
  • GE Vernova made up 0.19% of D.B. Root & Company's portfolio in Q2 2026, its #78 holding.
  • D.B. Root & Company first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.