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Geneos Wealth Management’s GE Vernova GEV Stock Holding History

Geneos 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 		$5.24M Sell
4,460
-163
-4% -$166K 0.11% 218
2026
Q1 		$4.04M Buy
4,623
+1,874
+68% +$1.46M 0.09% 235
2025
Q4 		$1.8M Sell
2,749
-110
-4% -$67K 0.04% 374
2025
Q3 		$1.76M Sell
2,859
-1,598
-36% -$968K 0.04% 374
2025
Q2 		$2.36M Sell
4,457
-1,761
-28% -$733K 0.06% 342
2025
Q1 		$1.9M Buy
6,218
+4,185
+206% +$1.46M 0.03% 504
2024
Q4 		$669K Buy
+2,033
New +$636K 0.02% 508

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

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

Geneos Wealth Management reduced its GE Vernova (GEV) stake by 3.5% in Q2 2026, selling an estimated $166K and leaving 4,460 shares worth $5.24M. The position accounts for 0.11% of the portfolio, ranked #218.

Geneos Wealth Management first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Geneos Wealth Management held 4,460 shares of GE Vernova worth $5.24M as of Q2 2026.
  • Geneos Wealth Management sold 163 GE Vernova shares in Q2 2026, an estimated $166K.
  • GE Vernova made up 0.11% of Geneos Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Geneos Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.