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Jeppson Wealth Management’s GE Vernova GEV Stock Holding History

Jeppson 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 		$425K Sell
362
-1
-0.3% -$1.02K 0.13% 158
2026
Q1 		$317K Hold
363
– – 0.1% 169
2025
Q4 		$237K Buy
363
+1
+0.3% +$609 0.08% 195
2025
Q3 		$223K Buy
+362
New +$219K 0.07% 197

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

Jeppson Wealth Management's GEV Position: Q2 2026 in Review

Jeppson Wealth Management reduced its GE Vernova (GEV) stake by 0.28% in Q2 2026, selling an estimated $1.02K and leaving 362 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #158.

Jeppson Wealth Management first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Jeppson Wealth Management held 362 shares of GE Vernova worth $425K as of Q2 2026.
  • Jeppson Wealth Management sold 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.13% of Jeppson Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Jeppson Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.