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Dakota Wealth Management’s GE Vernova GEV Stock Holding History

Dakota Wealth Management’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 		$13.7M Buy
11,696
+9,022
+337% +$9.21M 0.26% 81
2026
Q1 		$2.33M Sell
2,674
-835
-24% -$651K 0.05% 263
2025
Q4 		$2.29M Buy
3,509
+2,089
+147% +$1.27M 0.04% 270
2025
Q3 		$873K Sell
1,420
-107
-7% -$64.8K 0.02% 376
2025
Q2 		$808K Sell
1,527
-84
-5% -$35K 0.02% 425
2025
Q1 		$492K Buy
1,611
+75
+5% +$26.2K 0.01% 514
2024
Q4 		$505K Sell
1,536
-9
-0.6% -$2.81K 0.01% 503
2024
Q3 		$394K Sell
1,545
-23
-1% -$4.42K 0.01% 540
2024
Q2 		$269K Buy
+1,568
New +$248K 0.01% 607

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

Dakota Wealth Management's GEV Position: Q2 2026 in Review

Dakota Wealth Management increased its GE Vernova (GEV) stake by 337% in Q2 2026, buying an estimated $9.21M and bringing the position to 11,696 shares worth $13.7M. The position accounts for 0.26% of the portfolio, ranked #81.

Dakota Wealth Management 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.

  • Dakota Wealth Management held 11,696 shares of GE Vernova worth $13.7M as of Q2 2026.
  • Dakota Wealth Management bought 9,022 GE Vernova shares in Q2 2026, an estimated $9.21M.
  • GE Vernova made up 0.26% of Dakota Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Dakota Wealth Management 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 Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.