Focus Partners Wealth
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Focus Partners Wealth’s GE Vernova GEV Stock Holding History

Focus Partners 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 		$122M Sell
103,816
-2,920
-3% -$2.98M 0.12% 166
2026
Q1 		$93.4M Buy
106,736
+8,453
+9% +$6.59M 0.1% 192
2025
Q4 		$64.2M Sell
98,283
-1,493
-1% -$909K 0.07% 243
2025
Q3 		$55.7M Buy
99,776
+59,546
+148% +$36.1M 0.09% 199
2025
Q2 		$21.3M Buy
40,230
+1,837
+5% +$765K 0.05% 340
2025
Q1 		$11.7M Buy
38,393
+2,659
+7% +$927K 0.03% 445
2024
Q4 		$11.8M Buy
35,734
+6,851
+24% +$2.14M 0.03% 425
2024
Q3 		$7.36M Buy
28,883
+2,227
+8% +$428K 0.02% 467
2024
Q2 		$4.57M Buy
26,656
+23,916
+873% +$3.79M 0.02% 510
2024
Q1 		$416K Buy
+2,740
New +$367K ﹤0.01% 757

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

Focus Partners Wealth's GEV Position: Q2 2026 in Review

Focus Partners Wealth reduced its GE Vernova (GEV) stake by 2.7% in Q2 2026, selling an estimated $2.98M and leaving 103,816 shares worth $122M. The position accounts for 0.12% of the portfolio, ranked #166.

Focus Partners Wealth first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Focus Partners Wealth held 103,816 shares of GE Vernova worth $122M as of Q2 2026.
  • Focus Partners Wealth sold 2,920 GE Vernova shares in Q2 2026, an estimated $2.98M.
  • GE Vernova made up 0.12% of Focus Partners Wealth's portfolio in Q2 2026, its #166 holding.
  • Focus Partners Wealth first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.