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Institute for Wealth Management’s GE Vernova GEV Stock Holding History

Institute for Wealth Management’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 		$2.45M Sell
2,088
-167
-7% -$170K 0.22% 89
2026
Q1 		$1.97M Sell
2,255
-383
-15% -$299K 0.21% 111
2025
Q4 		$1.72M Sell
2,638
-77
-3% -$46.9K 0.18% 119
2025
Q3 		$1.67M Buy
2,715
+321
+13% +$194K 0.17% 124
2025
Q2 		$1.27M Sell
2,394
-155
-6% -$64.5K 0.14% 152
2025
Q1 		$778K Buy
2,549
+5
+0.2% +$1.74K 0.1% 229
2024
Q4 		$837K Sell
2,544
-22
-0.9% -$6.88K 0.1% 206
2024
Q3 		$654K Sell
2,566
-106
-4% -$20.4K 0.08% 240
2024
Q2 		$458K Buy
+2,672
New +$423K 0.06% 300

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

Institute for Wealth Management's GEV Position: Q2 2026 in Review

Institute for Wealth Management reduced its GE Vernova (GEV) stake by 7.4% in Q2 2026, selling an estimated $170K and leaving 2,088 shares worth $2.45M. The position accounts for 0.22% of the portfolio, ranked #89.

Institute for Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Institute for Wealth Management held 2,088 shares of GE Vernova worth $2.45M as of Q2 2026.
  • Institute for Wealth Management sold 167 GE Vernova shares in Q2 2026, an estimated $170K.
  • GE Vernova made up 0.22% of Institute for Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Institute for Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.