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Evoke Wealth’s GE Vernova GEV Stock Holding History

Evoke Wealth’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 		– Sell
-2,573
Closed -$2.25M – 698
2026
Q1 		$2.25M Buy
2,573
+341
+15% +$266K 0.04% 168
2025
Q4 		$1.46M Buy
2,232
+171
+8% +$104K 0.03% 225
2025
Q3 		$1.27M Buy
2,061
+323
+19% +$196K 0.03% 224
2025
Q2 		$920K Buy
1,738
+686
+65% +$286K 0.02% 244
2025
Q1 		$321K Buy
1,052
+202
+24% +$70.4K 0.01% 338
2024
Q4 		$280K Buy
+850
New +$266K 0.01% 357

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

Evoke Wealth's GEV Position: Q2 2026 in Review

Evoke Wealth sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 2,573 shares — an estimated $2.25M sold.

Evoke Wealth first reported a position in GEV in Q4 2024 and held it in 6 quarters. The position peaked at $2.25M in Q1 2026. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Evoke Wealth reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,573 GE Vernova shares in Q2 2026, an estimated $2.25M.
  • Evoke Wealth first reported a position in GE Vernova in Q4 2024 and held it in 6 quarters.
  • Evoke Wealth's GE Vernova position peaked at $2.25M in Q1 2026.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.