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Golden State Wealth Management’s GE Vernova GEV Stock Holding History

Golden State 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 		$2.77M Sell
2,356
-61
-3% -$62.3K 0.25% 94
2026
Q1 		$2.11M Sell
2,417
-79
-3% -$61.6K 0.23% 90
2025
Q4 		$1.63M Buy
2,496
+797
+47% +$485K 0.17% 103
2025
Q3 		$1.04M Buy
1,699
+429
+34% +$260K 0.12% 138
2025
Q2 		$672K Buy
1,270
+48
+4% +$20K 0.08% 185
2025
Q1 		$373K Buy
1,222
+817
+202% +$285K 0.06% 258
2024
Q4 		$133K Buy
+405
New +$127K 0.02% 381

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

Golden State Wealth Management's GEV Position: Q2 2026 in Review

Golden State Wealth Management reduced its GE Vernova (GEV) stake by 2.5% in Q2 2026, selling an estimated $62.3K and leaving 2,356 shares worth $2.77M. The position accounts for 0.25% of the portfolio, ranked #94.

Golden State 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.

  • Golden State Wealth Management held 2,356 shares of GE Vernova worth $2.77M as of Q2 2026.
  • Golden State Wealth Management sold 61 GE Vernova shares in Q2 2026, an estimated $62.3K.
  • GE Vernova made up 0.25% of Golden State Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Golden State 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.