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Equitable Trust’s GE Vernova GEV Stock Holding History

Equitable Trust’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 		$2.81M Sell
2,389
-26
-1% -$26.5K 0.12% 136
2026
Q1 		$2.11M Buy
2,415
+38
+2% +$29.6K 0.1% 151
2025
Q4 		$1.55M Sell
2,377
-17
-0.7% -$10.4K 0.07% 181
2025
Q3 		$1.47M Hold
2,394
– – 0.07% 181
2025
Q2 		$1.27M Hold
2,394
– – 0.06% 197
2025
Q1 		$731K Sell
2,394
-121
-5% -$42.2K 0.04% 257
2024
Q4 		$827K Sell
2,515
-144
-5% -$45K 0.05% 249
2024
Q3 		$678K Sell
2,659
-1,115
-30% -$214K 0.04% 257
2024
Q2 		$647K Buy
+3,774
New +$598K 0.04% 251

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

Equitable Trust's GEV Position: Q2 2026 in Review

Equitable Trust reduced its GE Vernova (GEV) stake by 1.1% in Q2 2026, selling an estimated $26.5K and leaving 2,389 shares worth $2.81M. The position accounts for 0.12% of the portfolio, ranked #136.

Equitable Trust first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,443 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Equitable Trust held 2,389 shares of GE Vernova worth $2.81M as of Q2 2026.
  • Equitable Trust sold 26 GE Vernova shares in Q2 2026, an estimated $26.5K.
  • GE Vernova made up 0.12% of Equitable Trust's portfolio in Q2 2026, its #136 holding.
  • Equitable Trust first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,443 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.