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IAG Wealth Partners’s GE Vernova GEV Stock Holding History

IAG Wealth Partners’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 		$23.5K Hold
20
– – ﹤0.01% 295
2026
Q1 		$17.5K Hold
20
– – ﹤0.01% 321
2025
Q4 		$13.1K Sell
20
-92
-82% -$56K ﹤0.01% 333
2025
Q3 		$68.9K Buy
112
+95
+559% +$57.6K 0.01% 190
2025
Q2 		$9K Hold
17
– – ﹤0.01% 355
2025
Q1 		$5.19K Hold
17
– – ﹤0.01% 396
2024
Q4 		$5.59K Buy
17
+6
+55% +$1.88K ﹤0.01% 413
2024
Q3 		$2.81K Sell
11
-24
-69% -$4.61K ﹤0.01% 433
2024
Q2 		$6K Buy
+35
New +$5.55K ﹤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

IAG Wealth Partners's GEV Position: Q2 2026 in Review

IAG Wealth Partners held its GE Vernova (GEV) position steady in Q2 2026 at 20 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

IAG Wealth Partners first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $68.9K in Q3 2025. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • IAG Wealth Partners held 20 shares of GE Vernova worth $23.5K as of Q2 2026.
  • IAG Wealth Partners left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #295 holding.
  • IAG Wealth Partners first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • IAG Wealth Partners's GE Vernova position peaked at $68.9K in Q3 2025.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.