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Global Retirement Partners’s GE Vernova GEV Stock Holding History

Global Retirement Partners’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 		$18.7M Buy
+15,947
New +$16.3M 0.29% 69
2025
Q4 		$7.21M Buy
11,034
+4,037
+58% +$2.46M 0.13% 157
2025
Q3 		$4.3M Buy
6,997
+983
+16% +$596K 0.1% 190
2025
Q2 		$3.18M Buy
+6,014
New +$2.5M 0.08% 232
2024
Q4 		$1.57M Buy
4,776
+269
+6% +$84.1K 0.05% 348
2024
Q3 		$1.15M Buy
4,507
+40
+0.9% +$7.68K 0.03% 412
2024
Q2 		$766K Buy
+4,467
New +$708K 0.02% 495

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

Global Retirement Partners's GEV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in GE Vernova (GEV) in Q2 2026: 15,947 shares worth $18.7M. The stake represents 0.29% of the portfolio and ranks #69 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GEV as recently as Q4 2025.

Global Retirement Partners first reported a position in GEV in Q2 2024 and has held it in 7 quarters since. 3,447 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Global Retirement Partners held 15,947 shares of GE Vernova worth $18.7M as of Q2 2026.
  • GE Vernova was a new Global Retirement Partners position in Q2 2026.
  • GE Vernova made up 0.29% of Global Retirement Partners's portfolio in Q2 2026, its #69 holding.
  • Global Retirement Partners first reported a position in GE Vernova in Q2 2024 and has held it in 7 quarters since.
  • 3,447 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.