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Fortress Financial Group’s GE Vernova GEV Stock Holding History

Fortress 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 		$279K Hold
238
– – 0.14% 64
2026
Q1 		$207K Sell
238
-341
-59% -$266K 0.15% 83
2025
Q4 		$379K Hold
579
– – 0.28% 48
2025
Q3 		$356K Hold
579
– – 0.27% 51
2025
Q2 		$306K Buy
+579
New +$241K 0.26% 56

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

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

Fortress Financial Group held its GE Vernova (GEV) position steady in Q2 2026 at 238 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #64.

Fortress Financial Group first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $379K in Q4 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Fortress Financial Group held 238 shares of GE Vernova worth $279K as of Q2 2026.
  • Fortress Financial Group left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.14% of Fortress Financial Group's portfolio in Q2 2026, its #64 holding.
  • Fortress Financial Group first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • Fortress Financial Group's GE Vernova position peaked at $379K in Q4 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.