JGP Wealth Management
GEV icon

JGP Wealth Management’s GE Vernova GEV Stock Holding History

JGP 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
Q3 		$361K Sell
380
-1
-0.3% -$991 0.03% 181
2026
Q2 		$448K Buy
381
+7
+2% +$7.14K 0.04% 159
2026
Q1 		$326K Sell
374
-17
-4% -$13.3K 0.03% 173
2025
Q4 		$256K Buy
+391
New +$238K 0.03% 202

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JGP Wealth Management's GEV Position: Q3 2026 in Review

JGP Wealth Management reduced its GE Vernova (GEV) stake by 0.26% in Q3 2026, selling an estimated $991 and leaving 380 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #181.

JGP Wealth Management first reported a position in GEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $448K in Q2 2026. 2,258 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • JGP Wealth Management held 380 shares of GE Vernova worth $361K as of Q3 2026.
  • JGP Wealth Management sold 1 GE Vernova share in Q3 2026, an estimated $991.
  • GE Vernova made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #181 holding.
  • JGP Wealth Management first reported a position in GE Vernova in Q4 2025 and has held it in 4 quarters since.
  • JGP Wealth Management's GE Vernova position peaked at $448K in Q2 2026.
  • 2,258 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.