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Financial Gravity Companies’s GE Vernova GEV Stock Holding History

Financial Gravity Companies’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 		$392K Buy
+334
New +$341K 0.06% 120
2025
Q2 		$155K Buy
+293
New +$122K 0.03% 181
2024
Q4 		$67.1K Buy
204
+17
+9% +$5.31K 0.02% 252
2024
Q3 		$47.7K Buy
+187
New +$35.9K 0.01% 186

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

Financial Gravity Companies's GEV Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in GE Vernova (GEV) in Q2 2026: 334 shares worth $392K. The stake represents 0.06% of the portfolio and ranks #120 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GEV as recently as Q2 2025.

Financial Gravity Companies first reported a position in GEV in Q3 2024 and has held it in 4 quarters since. 3,445 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Financial Gravity Companies held 334 shares of GE Vernova worth $392K as of Q2 2026.
  • GE Vernova was a new Financial Gravity Companies position in Q2 2026.
  • GE Vernova made up 0.06% of Financial Gravity Companies's portfolio in Q2 2026, its #120 holding.
  • Financial Gravity Companies first reported a position in GE Vernova in Q3 2024 and has held it in 4 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.