Dogwood Wealth Management’s GE Vernova GEV Stock Holding History

Dogwood 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	$94K	Buy	80 +6	+8%	+$6.12K	0.04%	114
2026 Q1	$64.6K	Buy	74 +19	+35%	+$14.8K	0.03%	128
2025 Q4	$35.9K	Buy	55 +16	+41%	+$9.74K	0.02%	150
2025 Q3	$24K	Buy	39 +7	+22%	+$4.24K	0.01%	169
2025 Q2	$17K	Buy	32 +21	+191%	+$8.74K	0.01%	197
2025 Q1	$3.36K	Sell	11 -4	-27%	-$1.4K	﹤0.01%	280
2024 Q4	$4.93K	Buy	15 +6	+67%	+$1.88K	﹤0.01%	206
2024 Q3	$2.3K	Hold	9	–	–	﹤0.01%	177
2024 Q2	$1.55K	Buy	+9	New	+$1.43K	﹤0.01%	219

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Dogwood Wealth Management increased its GE Vernova (GEV) stake by 8.1% in Q2 2026, buying an estimated $6.12K and bringing the position to 80 shares worth $94K. The position accounts for 0.04% of the portfolio, ranked #114.

Dogwood Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Dogwood Wealth Management held 80 shares of GE Vernova worth $94K as of Q2 2026.
Dogwood Wealth Management bought 6 GE Vernova shares in Q2 2026, an estimated $6.12K.
GE Vernova made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #114 holding.
Dogwood Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.