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Greenwich Wealth Management’s GE Vernova GEV Stock Holding History

Greenwich 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 		$1.15M Sell
975
-113
-10% -$115K 0.04% 153
2026
Q1 		$949K Buy
1,088
+24
+2% +$18.7K 0.04% 158
2025
Q4 		$695K Sell
1,064
-46
-4% -$28K 0.03% 178
2025
Q3 		$683K Sell
1,110
-14
-1% -$8.48K 0.03% 181
2025
Q2 		$595K Buy
1,124
+93
+9% +$38.7K 0.03% 166
2025
Q1 		$315K Sell
1,031
-287
-22% -$100K 0.02% 198
2024
Q4 		$433K Sell
1,318
-356
-21% -$111K 0.03% 181
2024
Q3 		$427K Sell
1,674
-38
-2% -$7.3K 0.03% 179
2024
Q2 		$294K Buy
+1,712
New +$271K 0.02% 194

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

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

Greenwich Wealth Management reduced its GE Vernova (GEV) stake by 10% in Q2 2026, selling an estimated $115K and leaving 975 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #153.

Greenwich Wealth 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.

  • Greenwich Wealth Management held 975 shares of GE Vernova worth $1.15M as of Q2 2026.
  • Greenwich Wealth Management sold 113 GE Vernova shares in Q2 2026, an estimated $115K.
  • GE Vernova made up 0.04% of Greenwich Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Greenwich Wealth 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 Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.