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Joel Isaacson & Co’s GE Vernova GEV Stock Holding History

Joel Isaacson & 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 		$2.76M Buy
2,349
+131
+6% +$134K 0.08% 115
2026
Q1 		$1.94M Buy
2,218
+47
+2% +$36.7K 0.06% 138
2025
Q4 		$1.42M Buy
2,171
+141
+7% +$85.9K 0.05% 160
2025
Q3 		$1.25M Buy
2,030
+53
+3% +$32.1K 0.05% 158
2025
Q2 		$1.05M Buy
1,977
+6
+0.3% +$2.5K 0.04% 167
2025
Q1 		$602K Buy
1,971
+370
+23% +$129K 0.03% 217
2024
Q4 		$527K Sell
1,601
-83
-5% -$25.9K 0.02% 223
2024
Q3 		$429K Buy
1,684
+10
+0.6% +$1.92K 0.02% 243
2024
Q2 		$287K Buy
+1,674
New +$265K 0.02% 281

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Joel Isaacson & Co's GEV Position: Q2 2026 in Review

Joel Isaacson & Co increased its GE Vernova (GEV) stake by 5.9% in Q2 2026, buying an estimated $134K and bringing the position to 2,349 shares worth $2.76M. The position accounts for 0.08% of the portfolio, ranked #115.

Joel Isaacson & Co first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 2,243 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Joel Isaacson & Co held 2,349 shares of GE Vernova worth $2.76M as of Q2 2026.
  • Joel Isaacson & Co bought 131 GE Vernova shares in Q2 2026, an estimated $134K.
  • GE Vernova made up 0.08% of Joel Isaacson & Co's portfolio in Q2 2026, its #115 holding.
  • Joel Isaacson & Co first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 2,243 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.