HWG Holdings’s GE Vernova GEV Stock Holding History

HWG Holdings’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	$3.44M	Sell	2,924 -243	-8%	-$248K	0.78%	29
2026 Q1	$2.76M	Buy	+3,167	New	+$2.47M	0.72%	30
2025 Q2	–	Sell	-6	Closed	-$1.83K	–	143
2025 Q1	$1.83K	Buy	+6	New	+$2.09K	﹤0.01%	121
2024 Q3	–	Sell	-11	Closed	-$1.89K	–	134
2024 Q2	$1.89K	Buy	+11	New	+$1.74K	﹤0.01%	104

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HWG Holdings's GEV Position: Q2 2026 in Review

HWG Holdings reduced its GE Vernova (GEV) stake by 7.7% in Q2 2026, selling an estimated $248K and leaving 2,924 shares worth $3.44M. The position accounts for 0.78% of the portfolio, ranked #29.

HWG Holdings first reported a position in GEV in Q2 2024 and has held it in 4 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

HWG Holdings held 2,924 shares of GE Vernova worth $3.44M as of Q2 2026.
HWG Holdings sold 243 GE Vernova shares in Q2 2026, an estimated $248K.
GE Vernova made up 0.78% of HWG Holdings's portfolio in Q2 2026, its #29 holding.
HWG Holdings first reported a position in GE Vernova in Q2 2024 and has held it in 4 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.