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HighMark Wealth Management’s GE Vernova GEV Stock Holding History

HighMark 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 		$33K Sell
28
-1
-3% -$1.02K 0.01% 207
2026
Q1 		$25.4K Buy
29
+1
+4% +$780 0.01% 211
2025
Q4 		$18.3K Buy
28
+14
+100% +$8.53K 0.01% 251
2025
Q3 		$8.64K Sell
14
-16
-53% -$9.69K ﹤0.01% 317
2025
Q2 		$15.9K Sell
30
-2
-6% -$833 0.01% 254
2025
Q1 		$9.78K Buy
32
+2
+7% +$697 0.01% 290
2024
Q4 		$9.87K Hold
30
– – 0.01% 289
2024
Q3 		$7.65K Hold
30
– – ﹤0.01% 337
2024
Q2 		$5.14K Buy
+30
New +$4.75K ﹤0.01% 382

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

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

HighMark Wealth Management reduced its GE Vernova (GEV) stake by 3.4% in Q2 2026, selling an estimated $1.02K and leaving 28 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #207.

HighMark 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.

  • HighMark Wealth Management held 28 shares of GE Vernova worth $33K as of Q2 2026.
  • HighMark Wealth Management sold 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #207 holding.
  • HighMark 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 HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.