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Graybill Wealth Management’s GE Vernova GEV Stock Holding History

Graybill 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 		$7.68M Sell
6,540
-60
-0.9% -$61.2K 2.07% 18
2026
Q1 		$5.76M Sell
6,600
-113
-2% -$88.2K 1.75% 27
2025
Q4 		$4.39M Buy
6,713
+22
+0.3% +$13.4K 1.29% 35
2025
Q3 		$4.11M Sell
6,691
-491
-7% -$297K 1.26% 37
2025
Q2 		$3.8M Buy
7,182
+193
+3% +$80.4K 1.24% 37
2025
Q1 		$2.13M Buy
+6,989
New +$2.44M 0.73% 45
2024
Q3 		$1.8M Buy
7,040
+48
+0.7% +$9.22K 0.67% 45
2024
Q2 		$1.2M Buy
+6,992
New +$1.11M 0.49% 46

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

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

Graybill Wealth Management reduced its GE Vernova (GEV) stake by 0.91% in Q2 2026, selling an estimated $61.2K and leaving 6,540 shares worth $7.68M. The position accounts for 2.07% of the portfolio, ranked #18.

Graybill Wealth Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,443 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Graybill Wealth Management held 6,540 shares of GE Vernova worth $7.68M as of Q2 2026.
  • Graybill Wealth Management sold 60 GE Vernova shares in Q2 2026, an estimated $61.2K.
  • GE Vernova made up 2.07% of Graybill Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Graybill Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,443 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.