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Heritage Trust’s GE Vernova GEV Stock Holding History

Heritage Trust’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 		$5.76M Buy
4,904
+752
+18% +$768K 0.5% 54
2026
Q1 		$3.62M Buy
4,152
+1,161
+39% +$906K 0.36% 74
2025
Q4 		$1.95M Buy
2,991
+497
+20% +$303K 0.2% 115
2025
Q3 		$1.53M Buy
2,494
+1,235
+98% +$748K 0.16% 135
2025
Q2 		$666K Buy
+1,259
New +$524K 0.08% 189

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

Heritage Trust's GEV Position: Q2 2026 in Review

Heritage Trust increased its GE Vernova (GEV) stake by 18% in Q2 2026, buying an estimated $768K and bringing the position to 4,904 shares worth $5.76M. The position accounts for 0.5% of the portfolio, ranked #54.

Heritage Trust first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,453 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Heritage Trust held 4,904 shares of GE Vernova worth $5.76M as of Q2 2026.
  • Heritage Trust bought 752 GE Vernova shares in Q2 2026, an estimated $768K.
  • GE Vernova made up 0.5% of Heritage Trust's portfolio in Q2 2026, its #54 holding.
  • Heritage Trust first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,453 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.