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GWN Securities’s GE Vernova GEV Stock Holding History

GWN Securities’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 		$297K Buy
253
+14
+6% +$14.3K 0.05% 407
2026
Q1 		$209K Buy
+239
New +$186K 0.04% 438
2025
Q2 		– Sell
-8,585
Closed -$3.69M – 743
2025
Q1 		$3.69M Buy
8,585
+7,241
+539% +$2.52M 0.21% 127
2024
Q4 		$565K Buy
+1,344
New +$420K 0.15% 141

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

GWN Securities's GEV Position: Q2 2026 in Review

GWN Securities increased its GE Vernova (GEV) stake by 5.9% in Q2 2026, buying an estimated $14.3K and bringing the position to 253 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #407.

GWN Securities first reported a position in GEV in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.69M in Q1 2025. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • GWN Securities held 253 shares of GE Vernova worth $297K as of Q2 2026.
  • GWN Securities bought 14 GE Vernova shares in Q2 2026, an estimated $14.3K.
  • GE Vernova made up 0.05% of GWN Securities's portfolio in Q2 2026, its #407 holding.
  • GWN Securities first reported a position in GE Vernova in Q4 2024 and has held it in 4 quarters since.
  • GWN Securities's GE Vernova position peaked at $3.69M in Q1 2025.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.