J.M. Forbes & Co’s GE Vernova GEV Stock Holding History

J.M. Forbes & Co’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	$309K	Sell	263 -7	-3%	-$7.14K	0.02%	139
2026 Q1	$236K	Buy	+270	New	+$211K	0.02%	140

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

J.M. Forbes & Co's GEV Position: Q2 2026 in Review

J.M. Forbes & Co reduced its GE Vernova (GEV) stake by 2.6% in Q2 2026, selling an estimated $7.14K and leaving 263 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #139.

J.M. Forbes & Co first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

J.M. Forbes & Co held 263 shares of GE Vernova worth $309K as of Q2 2026.
J.M. Forbes & Co sold 7 GE Vernova shares in Q2 2026, an estimated $7.14K.
GE Vernova made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #139 holding.
J.M. Forbes & Co first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.