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Houlihan Financial Resource Group’s GE Vernova GEV Stock Holding History

Houlihan Financial Resource Group’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 		$287K Sell
244
-1
-0.4% -$1.02K 0.1% 101
2026
Q1 		$214K Buy
+245
New +$191K 0.08% 108

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

Houlihan Financial Resource Group's GEV Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its GE Vernova (GEV) stake by 0.41% in Q2 2026, selling an estimated $1.02K and leaving 244 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #101.

Houlihan Financial Resource Group first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Houlihan Financial Resource Group held 244 shares of GE Vernova worth $287K as of Q2 2026.
  • Houlihan Financial Resource Group sold 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.1% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #101 holding.
  • Houlihan Financial Resource Group first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.