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Independent Financial Group’s GE Vernova GEV Stock Holding History

Independent Financial 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 		$16.7M Buy
14,256
+674
+5% +$688K 0.31% 54
2026
Q1 		$11.9M Buy
13,582
+2,600
+24% +$2.03M 0.27% 67
2025
Q4 		$7.18M Buy
10,982
+2,800
+34% +$1.71M 0.16% 122
2025
Q3 		$5.03M Sell
8,182
-955
-10% -$579K 0.12% 151
2025
Q2 		$4.83M Buy
9,137
+2,992
+49% +$1.25M 0.13% 145
2025
Q1 		$1.88M Sell
6,145
-3,546
-37% -$1.24M 0.06% 301
2024
Q4 		$3.19M Sell
9,691
-697
-7% -$218K 0.11% 187
2024
Q3 		$2.65M Buy
10,388
+4,780
+85% +$918K 0.1% 216
2024
Q2 		$962K Buy
+5,608
New +$889K 0.04% 417

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Financial Group's GEV Position: Q2 2026 in Review

Independent Financial Group increased its GE Vernova (GEV) stake by 5% in Q2 2026, buying an estimated $688K and bringing the position to 14,256 shares worth $16.7M. The position accounts for 0.31% of the portfolio, ranked #54.

Independent Financial Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,291 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Independent Financial Group held 14,256 shares of GE Vernova worth $16.7M as of Q2 2026.
  • Independent Financial Group bought 674 GE Vernova shares in Q2 2026, an estimated $688K.
  • GE Vernova made up 0.31% of Independent Financial Group's portfolio in Q2 2026, its #54 holding.
  • Independent Financial Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,291 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.