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Forza Wealth Management’s GE Vernova GEV Stock Holding History

Forza Wealth 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 		$718K Hold
611
– – 0.22% 97
2026
Q1 		$533K Hold
611
– – 0.19% 120
2025
Q4 		$399K Hold
611
– – 0.14% 143
2025
Q3 		$376K Hold
611
– – 0.14% 141
2025
Q2 		$323K Buy
+611
New +$254K 0.13% 152

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

Forza Wealth Management's GEV Position: Q2 2026 in Review

Forza Wealth Management held its GE Vernova (GEV) position steady in Q2 2026 at 611 shares worth $718K. The position accounts for 0.22% of the portfolio, ranked #97.

Forza Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Forza Wealth Management held 611 shares of GE Vernova worth $718K as of Q2 2026.
  • Forza Wealth Management left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.22% of Forza Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Forza Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.