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Insight Wealth Strategies’s GE Vernova GEV Stock Holding History

Insight Wealth Strategies’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 		$399K Buy
351
+61
+21% +$62.3K 0.04% 137
2026
Q1 		$253K Buy
+290
New +$226K 0.03% 161

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

Insight Wealth Strategies's GEV Position: Q2 2026 in Review

Insight Wealth Strategies increased its GE Vernova (GEV) stake by 21% in Q2 2026, buying an estimated $62.3K and bringing the position to 351 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #137.

Insight Wealth Strategies 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.

  • Insight Wealth Strategies held 351 shares of GE Vernova worth $399K as of Q2 2026.
  • Insight Wealth Strategies bought 61 GE Vernova shares in Q2 2026, an estimated $62.3K.
  • GE Vernova made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #137 holding.
  • Insight Wealth Strategies 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 Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.