Jacobsen Capital Management’s GE Vernova GEV Stock Holding History

Jacobsen Capital 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	$713K	Buy	607 +6	+1%	+$6.12K	0.21%	46
2026 Q1	$525K	Sell	601 -26	-4%	-$20.3K	0.18%	56
2025 Q4	$410K	Buy	627 +18	+3%	+$11K	0.13%	62
2025 Q3	$374K	Sell	609 -5	-0.8%	-$3.03K	0.13%	72
2025 Q2	$325K	Buy	+614	New	+$256K	0.12%	71

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's GEV Position: Q2 2026 in Review

Jacobsen Capital Management increased its GE Vernova (GEV) stake by 1% in Q2 2026, buying an estimated $6.12K and bringing the position to 607 shares worth $713K. The position accounts for 0.21% of the portfolio, ranked #46.

Jacobsen Capital Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Jacobsen Capital Management held 607 shares of GE Vernova worth $713K as of Q2 2026.
Jacobsen Capital Management bought 6 GE Vernova shares in Q2 2026, an estimated $6.12K.
GE Vernova made up 0.21% of Jacobsen Capital Management's portfolio in Q2 2026, its #46 holding.
Jacobsen Capital Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.