DWM
GEV icon

Diversify Wealth Management’s GE Vernova GEV Stock Holding History

Diversify 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 		$8.8M Buy
8,825
+142
+2% +$145K 0.15% 149
2026
Q1 		$9.23M Buy
8,683
+3,374
+64% +$2.63M 0.16% 136
2025
Q4 		$3.46M Buy
5,309
+3,958
+293% +$2.41M 0.16% 162
2025
Q3 		$785K Buy
1,351
+33
+3% +$20K 0.05% 311
2025
Q2 		$867K Buy
1,318
+23
+2% +$9.58K 0.05% 294
2025
Q1 		$481K Buy
1,295
+146
+13% +$50.9K 0.04% 363
2024
Q4 		$422K Buy
1,149
+49
+4% +$15.3K 0.03% 374
2024
Q3 		$308K Buy
+1,100
New +$211K 0.03% 395

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

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

Diversify Wealth Management increased its GE Vernova (GEV) stake by 1.6% in Q2 2026, buying an estimated $145K and bringing the position to 8,825 shares worth $8.8M. The position accounts for 0.15% of the portfolio, ranked #149.

Diversify Wealth Management first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.23M in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Diversify Wealth Management held 8,825 shares of GE Vernova worth $8.8M as of Q2 2026.
  • Diversify Wealth Management bought 142 GE Vernova shares in Q2 2026, an estimated $145K.
  • GE Vernova made up 0.15% of Diversify Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Diversify Wealth Management first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's GE Vernova position peaked at $9.23M in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.