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Essex Financial Services’s GE Vernova GEV Stock Holding History

Essex Financial Services’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 		$9.42M Buy
8,014
+755
+10% +$771K 0.47% 46
2026
Q1 		$6.34M Buy
7,259
+309
+4% +$241K 0.36% 63
2025
Q4 		$4.54M Buy
6,950
+115
+2% +$70K 0.26% 84
2025
Q3 		$4.2M Buy
6,835
+306
+5% +$185K 0.25% 87
2025
Q2 		$3.45M Buy
6,529
+110
+2% +$45.8K 0.23% 93
2025
Q1 		$1.96M Buy
6,419
+11
+0.2% +$3.84K 0.14% 142
2024
Q4 		$2.11M Buy
6,408
+160
+3% +$50K 0.15% 134
2024
Q3 		$1.73M Sell
6,248
-318
-5% -$61.1K 0.12% 154
2024
Q2 		$1.16M Buy
+6,566
New +$1.04M 0.09% 209

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 $3.38T AUM 44.17% 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

Essex Financial Services's GEV Position: Q2 2026 in Review

Essex Financial Services increased its GE Vernova (GEV) stake by 10% in Q2 2026, buying an estimated $771K and bringing the position to 8,014 shares worth $9.42M. The position accounts for 0.47% of the portfolio, ranked #46.

Essex Financial Services first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Essex Financial Services held 8,014 shares of GE Vernova worth $9.42M as of Q2 2026.
  • Essex Financial Services bought 755 GE Vernova shares in Q2 2026, an estimated $771K.
  • GE Vernova made up 0.47% of Essex Financial Services's portfolio in Q2 2026, its #46 holding.
  • Essex Financial Services first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.