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Fee-Only Financial Planning’s GE Vernova GEV Stock Holding History

Fee-Only Financial Planning’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 		$486K Sell
414
-20
-5% -$20.4K 0.26% 27
2026
Q1 		$379K Sell
434
-20
-4% -$15.6K 0.23% 29
2025
Q4 		$297K Hold
454
– – 0.17% 33
2025
Q3 		$279K Hold
454
– – 0.16% 34
2025
Q2 		$240K Buy
+454
New +$189K 0.15% 38

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

Fee-Only Financial Planning's GEV Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its GE Vernova (GEV) stake by 4.6% in Q2 2026, selling an estimated $20.4K and leaving 414 shares worth $486K. The position accounts for 0.26% of the portfolio, ranked #27.

Fee-Only Financial Planning first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Fee-Only Financial Planning held 414 shares of GE Vernova worth $486K as of Q2 2026.
  • Fee-Only Financial Planning sold 20 GE Vernova shares in Q2 2026, an estimated $20.4K.
  • GE Vernova made up 0.26% of Fee-Only Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Fee-Only Financial Planning first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.