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Evergreen Wealth Solutions’s GE Vernova GEV Stock Holding History

Evergreen Wealth Solutions’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 		$1.07M Buy
1,020
+103
+11% +$105K 0.06% 200
2026
Q1 		$800K Buy
+917
New +$715K 0.06% 188

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

Evergreen Wealth Solutions's GEV Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its GE Vernova (GEV) stake by 11% in Q2 2026, buying an estimated $105K and bringing the position to 1,020 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #200.

Evergreen Wealth Solutions first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,436 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Evergreen Wealth Solutions held 1,020 shares of GE Vernova worth $1.07M as of Q2 2026.
  • Evergreen Wealth Solutions bought 103 GE Vernova shares in Q2 2026, an estimated $105K.
  • GE Vernova made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #200 holding.
  • Evergreen Wealth Solutions first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,436 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.