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Dynamic Wealth Strategies’s GE Vernova GEV Stock Holding History

Dynamic Wealth Strategies’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 		$51.7K Hold
44
– – 0.03% 154
2026
Q1 		$38.4K Hold
44
– – 0.02% 168
2025
Q4 		$28.8K Sell
44
-8
-15% -$4.87K 0.02% 163
2025
Q3 		$32K Hold
52
– – 0.02% 147
2025
Q2 		$27.5K Hold
52
– – 0.02% 152
2025
Q1 		$15.9K Buy
+52
New +$18.1K 0.01% 177
2024
Q4 		– Sell
-52
Closed -$13K – 230
2024
Q3 		$13K Hold
52
– – 0.01% 188
2024
Q2 		$9K Buy
+52
New +$8.24K 0.01% 200

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

Dynamic Wealth Strategies's GEV Position: Q2 2026 in Review

Dynamic Wealth Strategies held its GE Vernova (GEV) position steady in Q2 2026 at 44 shares worth $51.7K. The position accounts for 0.03% of the portfolio, ranked #154.

Dynamic Wealth Strategies first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Dynamic Wealth Strategies held 44 shares of GE Vernova worth $51.7K as of Q2 2026.
  • Dynamic Wealth Strategies left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #154 holding.
  • Dynamic Wealth Strategies first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.