Fulcrum Equity Management’s GE Vernova GEV Stock Holding History

Fulcrum Equity 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	$1.18M	Buy	1,007 +37	+4%	+$37.8K	0.87%	26
2026 Q1	$847K	Buy	970 +2	+0.2%	+$1.56K	0.82%	28
2025 Q4	$633K	Buy	968 +14	+1%	+$8.53K	0.61%	40
2025 Q3	$587K	Buy	954 +13	+1%	+$7.88K	0.59%	44
2025 Q2	$498K	Buy	941 +86	+10%	+$35.8K	0.51%	47
2025 Q1	$261K	Sell	855 -31	-3%	-$10.8K	0.29%	74
2024 Q4	$291K	Buy	886 +31	+4%	+$9.69K	0.29%	80
2024 Q3	$218K	Buy	+855	New	+$164K	0.18%	127

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fulcrum Equity Management's GEV Position: Q2 2026 in Review

Fulcrum Equity Management increased its GE Vernova (GEV) stake by 3.8% in Q2 2026, buying an estimated $37.8K and bringing the position to 1,007 shares worth $1.18M. The position accounts for 0.87% of the portfolio, ranked #26.

Fulcrum Equity Management first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,435 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Fulcrum Equity Management held 1,007 shares of GE Vernova worth $1.18M as of Q2 2026.
Fulcrum Equity Management bought 37 GE Vernova shares in Q2 2026, an estimated $37.8K.
GE Vernova made up 0.87% of Fulcrum Equity Management's portfolio in Q2 2026, its #26 holding.
Fulcrum Equity Management first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
3,435 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.