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Fortem Financial Group’s GE Vernova GEV Stock Holding History

Fortem Financial Group’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 		$4.5M Buy
3,827
+2,361
+161% +$2.41M 0.92% 33
2026
Q1 		$1.28M Hold
1,466
– – 0.32% 74
2025
Q4 		$958K Buy
1,466
+300
+26% +$183K 0.26% 80
2025
Q3 		$717K Hold
1,166
– – 0.21% 90
2025
Q2 		$617K Sell
1,166
-1,002
-46% -$417K 0.2% 103
2025
Q1 		$662K Buy
2,168
+1,291
+147% +$450K 0.26% 100
2024
Q4 		$288K Hold
877
– – 0.11% 150
2024
Q3 		$224K Buy
+877
New +$168K 0.09% 161

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

Fortem Financial Group's GEV Position: Q2 2026 in Review

Fortem Financial Group increased its GE Vernova (GEV) stake by 161% in Q2 2026, buying an estimated $2.41M and bringing the position to 3,827 shares worth $4.5M. The position accounts for 0.92% of the portfolio, ranked #33.

Fortem Financial Group first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Fortem Financial Group held 3,827 shares of GE Vernova worth $4.5M as of Q2 2026.
  • Fortem Financial Group bought 2,361 GE Vernova shares in Q2 2026, an estimated $2.41M.
  • GE Vernova made up 0.92% of Fortem Financial Group's portfolio in Q2 2026, its #33 holding.
  • Fortem Financial Group first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.