GWM
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Goldenstone Wealth Management’s GE Vernova GEV Stock Holding History

Goldenstone 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 		$344K Buy
293
+8
+3% +$8.16K 0.23% 63
2026
Q1 		$249K Sell
285
-23
-7% -$17.9K 0.18% 78
2025
Q4 		$201K Buy
+308
New +$188K 0.15% 84

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

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

Goldenstone Wealth Management increased its GE Vernova (GEV) stake by 2.8% in Q2 2026, buying an estimated $8.16K and bringing the position to 293 shares worth $344K. The position accounts for 0.23% of the portfolio, ranked #63.

Goldenstone Wealth Management first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Goldenstone Wealth Management held 293 shares of GE Vernova worth $344K as of Q2 2026.
  • Goldenstone Wealth Management bought 8 GE Vernova shares in Q2 2026, an estimated $8.16K.
  • GE Vernova made up 0.23% of Goldenstone Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Goldenstone Wealth Management first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.