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Integrated Wealth Concepts’s GE Vernova GEV Stock Holding History

Integrated Wealth Concepts’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 		$21.1M Buy
17,963
+676
+4% +$690K 0.14% 153
2026
Q1 		$15.1M Buy
17,287
+8,013
+86% +$6.25M 0.12% 169
2025
Q4 		$6.06M Sell
9,274
-4,687
-34% -$2.85M 0.07% 247
2025
Q3 		$8.58M Buy
13,961
+1,147
+9% +$695K 0.08% 249
2025
Q2 		$6.78M Buy
12,814
+2,950
+30% +$1.23M 0.07% 271
2025
Q1 		$3.01M Buy
9,864
+299
+3% +$104K 0.04% 467
2024
Q4 		$3.15M Sell
9,565
-486
-5% -$152K 0.04% 419
2024
Q3 		$2.56M Buy
10,051
+198
+2% +$38K 0.03% 476
2024
Q2 		$1.69M Buy
+9,853
New +$1.56M 0.02% 567

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's GEV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its GE Vernova (GEV) stake by 3.9% in Q2 2026, buying an estimated $690K and bringing the position to 17,963 shares worth $21.1M. The position accounts for 0.14% of the portfolio, ranked #153.

Integrated Wealth Concepts first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Integrated Wealth Concepts held 17,963 shares of GE Vernova worth $21.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 676 GE Vernova shares in Q2 2026, an estimated $690K.
  • GE Vernova made up 0.14% of Integrated Wealth Concepts's portfolio in Q2 2026, its #153 holding.
  • Integrated Wealth Concepts first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.