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John G. Ullman & Associates’s GE Vernova GEV Stock Holding History

John G. Ullman & Associates’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 		$3.76M Sell
3,197
-76
-2% -$77.6K 0.46% 66
2026
Q1 		$2.86M Sell
3,273
-206
-6% -$161K 0.38% 72
2025
Q4 		$2.27M Sell
3,479
-160
-4% -$97.5K 0.3% 79
2025
Q3 		$2.24M Sell
3,639
-25
-0.7% -$15.1K 0.3% 79
2025
Q2 		$1.94M Hold
3,664
– – 0.29% 83
2025
Q1 		$1.12M Sell
3,664
-82
-2% -$28.6K 0.17% 101
2024
Q4 		$1.23M Sell
3,746
-183
-5% -$57.2K 0.18% 98
2024
Q3 		$1M Sell
3,929
-190
-5% -$36.5K 0.14% 103
2024
Q2 		$706K Buy
+4,119
New +$653K 0.11% 115

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

John G. Ullman & Associates's GEV Position: Q2 2026 in Review

John G. Ullman & Associates reduced its GE Vernova (GEV) stake by 2.3% in Q2 2026, selling an estimated $77.6K and leaving 3,197 shares worth $3.76M. The position accounts for 0.46% of the portfolio, ranked #66.

John G. Ullman & Associates first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • John G. Ullman & Associates held 3,197 shares of GE Vernova worth $3.76M as of Q2 2026.
  • John G. Ullman & Associates sold 76 GE Vernova shares in Q2 2026, an estimated $77.6K.
  • GE Vernova made up 0.46% of John G. Ullman & Associates's portfolio in Q2 2026, its #66 holding.
  • John G. Ullman & Associates first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.