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Ethos Financial Group’s GE Vernova GEV Stock Holding History

Ethos Financial Group’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 		$417K Sell
463
-259
-36% -$264K 0.03% 405
2026
Q1 		$633K Buy
722
+294
+69% +$229K 0.05% 272
2025
Q4 		$280K Buy
428
+58
+16% +$35.3K 0.02% 403
2025
Q3 		$228K Sell
370
-21
-5% -$12.7K 0.02% 416
2025
Q2 		$207K Buy
+391
New +$163K 0.02% 419

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

Ethos Financial Group's GEV Position: Q2 2026 in Review

Ethos Financial Group reduced its GE Vernova (GEV) stake by 36% in Q2 2026, selling an estimated $264K and leaving 463 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #405.

Ethos Financial Group first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $633K in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Ethos Financial Group held 463 shares of GE Vernova worth $417K as of Q2 2026.
  • Ethos Financial Group sold 259 GE Vernova shares in Q2 2026, an estimated $264K.
  • GE Vernova made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #405 holding.
  • Ethos Financial Group first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's GE Vernova position peaked at $633K in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.