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Forum Financial Management’s GE Vernova GEV Stock Holding History

Forum Financial Management’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 		$2.08M Buy
1,769
+54
+3% +$55.1K 0.03% 89
2026
Q1 		$1.5M Sell
1,715
-1,457
-46% -$1.14M 0.02% 95
2025
Q4 		$2.07M Buy
3,172
+43
+1% +$26.2K 0.03% 140
2025
Q3 		$1.92M Sell
3,129
-47
-1% -$28.5K 0.03% 140
2025
Q2 		$1.68M Sell
3,176
-100
-3% -$41.6K 0.03% 143
2025
Q1 		$1M Sell
3,276
-103
-3% -$35.9K 0.02% 210
2024
Q4 		$1.11M Sell
3,379
-9
-0.3% -$2.81K 0.02% 191
2024
Q3 		$864K Buy
3,388
+220
+7% +$42.2K 0.01% 208
2024
Q2 		$543K Buy
+3,168
New +$502K 0.01% 284

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

Forum Financial Management's GEV Position: Q2 2026 in Review

Forum Financial Management increased its GE Vernova (GEV) stake by 3.1% in Q2 2026, buying an estimated $55.1K and bringing the position to 1,769 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #89.

Forum Financial Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Forum Financial Management held 1,769 shares of GE Vernova worth $2.08M as of Q2 2026.
  • Forum Financial Management bought 54 GE Vernova shares in Q2 2026, an estimated $55.1K.
  • GE Vernova made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #89 holding.
  • Forum Financial Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.