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Heritage Wealth Management (Ohio)’s GE Vernova GEV Stock Holding History

Heritage Wealth Management (Ohio)’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 		$993K Sell
845
-46
-5% -$47K 0.25% 100
2026
Q1 		$778K Sell
891
-20
-2% -$15.6K 0.39% 69
2025
Q4 		$595K Sell
911
-75
-8% -$45.7K 0.17% 133
2025
Q3 		$606K Hold
986
– – 0.18% 123
2025
Q2 		$522K Sell
986
-20
-2% -$8.33K 0.17% 132
2025
Q1 		$307K Hold
1,006
– – 0.1% 181
2024
Q4 		$331K Sell
1,006
-75
-7% -$23.4K 0.11% 177
2024
Q3 		$276K Buy
+1,081
New +$208K 0.09% 193

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 Wealth Management (Ohio)'s GEV Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its GE Vernova (GEV) stake by 5.2% in Q2 2026, selling an estimated $47K and leaving 845 shares worth $993K. The position accounts for 0.25% of the portfolio, ranked #100.

Heritage Wealth Management (Ohio) first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 845 shares of GE Vernova worth $993K as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 46 GE Vernova shares in Q2 2026, an estimated $47K.
  • GE Vernova made up 0.25% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #100 holding.
  • Heritage Wealth Management (Ohio) first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.