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Fourth Dimension Wealth’s GE Vernova GEV Stock Holding History

Fourth Dimension 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 		$24.7K Sell
21
-83
-80% -$84.7K 0.01% 357
2026
Q1 		$90.8K Buy
104
+26
+33% +$20.3K 0.03% 181
2025
Q4 		$51K Sell
78
-379
-83% -$231K 0.02% 235
2025
Q3 		$281K Sell
457
-12
-3% -$7.27K 0.11% 106
2025
Q2 		$248K Buy
+469
New +$195K 0.1% 110

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

Fourth Dimension Wealth's GEV Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its GE Vernova (GEV) stake by 80% in Q2 2026, selling an estimated $84.7K and leaving 21 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #357.

Fourth Dimension Wealth first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q3 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Fourth Dimension Wealth held 21 shares of GE Vernova worth $24.7K as of Q2 2026.
  • Fourth Dimension Wealth sold 83 GE Vernova shares in Q2 2026, an estimated $84.7K.
  • GE Vernova made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #357 holding.
  • Fourth Dimension Wealth first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • Fourth Dimension Wealth's GE Vernova position peaked at $281K in Q3 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.