GeoWealth Management’s GE Vernova GEV Stock Holding History

GeoWealth 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	$1.2M	Buy	1,018 +126	+14%	+$129K	0.04%	280
2026 Q1	$779K	Sell	892 -140	-14%	-$109K	0.03%	363
2025 Q4	$674K	Buy	1,032 +196	+23%	+$119K	0.02%	371
2025 Q3	$514K	Sell	836 -58	-6%	-$35.1K	0.02%	444
2025 Q2	$473K	Buy	894 +163	+22%	+$67.9K	0.02%	414
2025 Q1	$223K	Sell	731 -1,717	-70%	-$599K	0.01%	630
2024 Q4	$805K	Buy	2,448 +448	+22%	+$140K	0.03%	352
2024 Q3	$510K	Sell	2,000 -73	-4%	-$14K	0.02%	465
2024 Q2	$355K	Buy	+2,073	New	+$329K	0.02%	532

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

GeoWealth Management's GEV Position: Q2 2026 in Review

GeoWealth Management increased its GE Vernova (GEV) stake by 14% in Q2 2026, buying an estimated $129K and bringing the position to 1,018 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #280.

GeoWealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

GeoWealth Management held 1,018 shares of GE Vernova worth $1.2M as of Q2 2026.
GeoWealth Management bought 126 GE Vernova shares in Q2 2026, an estimated $129K.
GE Vernova made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #280 holding.
GeoWealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.