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Evermay Wealth Management’s GE Vernova GEV Stock Holding History

Evermay Wealth Management’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 		$717K Buy
610
+99
+19% +$101K 0.07% 106
2026
Q1 		$446K Hold
511
– – 0.05% 128
2025
Q4 		$334K Buy
511
+11
+2% +$6.7K 0.04% 157
2025
Q3 		$307K Hold
500
– – 0.04% 167
2025
Q2 		$265K Buy
500
+80
+19% +$33.3K 0.03% 175
2025
Q1 		$128K Buy
420
+115
+38% +$40.1K 0.02% 234
2024
Q4 		$100K Sell
305
-55
-15% -$17.2K 0.02% 259
2024
Q3 		$91.8K Sell
360
-91
-20% -$17.5K 0.01% 276
2024
Q2 		$77.4K Buy
+451
New +$71.5K 0.01% 297

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

Evermay Wealth Management's GEV Position: Q2 2026 in Review

Evermay Wealth Management increased its GE Vernova (GEV) stake by 19% in Q2 2026, buying an estimated $101K and bringing the position to 610 shares worth $717K. The position accounts for 0.07% of the portfolio, ranked #106.

Evermay Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Evermay Wealth Management held 610 shares of GE Vernova worth $717K as of Q2 2026.
  • Evermay Wealth Management bought 99 GE Vernova shares in Q2 2026, an estimated $101K.
  • GE Vernova made up 0.07% of Evermay Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Evermay Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.