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BFC Planning, Inc.’s GE Vernova GEV Stock Holding History

BFC Planning, Inc.’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 		$4.3M Buy
3,657
+557
+18% +$569K 0.17% 123
2026
Q1 		$2.71M Buy
3,100
+191
+7% +$149K 0.12% 170
2025
Q4 		$1.9M Buy
2,909
+877
+43% +$534K 0.08% 232
2025
Q3 		$1.25M Buy
2,032
+217
+12% +$131K 0.09% 199
2025
Q2 		$961K Sell
1,815
-574
-24% -$239K 0.08% 230
2025
Q1 		$729K Buy
2,389
+149
+7% +$52K 0.06% 260
2024
Q4 		$737K Buy
+2,240
New +$700K 0.06% 260

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s GEV Position: Q2 2026 in Review

BFC Planning, Inc. increased its GE Vernova (GEV) stake by 18% in Q2 2026, buying an estimated $569K and bringing the position to 3,657 shares worth $4.3M. The position accounts for 0.17% of the portfolio, ranked #123.

BFC Planning, Inc. first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,472 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • BFC Planning, Inc. held 3,657 shares of GE Vernova worth $4.3M as of Q2 2026.
  • BFC Planning, Inc. bought 557 GE Vernova shares in Q2 2026, an estimated $569K.
  • GE Vernova made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #123 holding.
  • BFC Planning, Inc. first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,472 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.