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Jupiter Wealth Management’s GE Vernova GEV Stock Holding History

Jupiter 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 		$411K Buy
+350
New +$357K 0.16% 73
2025
Q1 		– Sell
-1,000
Closed -$329K – 90
2024
Q4 		$329K Buy
+1,000
New +$313K 0.16% 74

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

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

Jupiter Wealth Management opened a new position in GE Vernova (GEV) in Q2 2026: 350 shares worth $411K. The stake represents 0.16% of the portfolio and ranks #73 among its holdings. This is a return to the name: Jupiter Wealth Management previously reported a position in GEV as recently as Q4 2024.

Jupiter Wealth Management first reported a position in GEV in Q4 2024 and has held it in 2 quarters since. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Jupiter Wealth Management held 350 shares of GE Vernova worth $411K as of Q2 2026.
  • GE Vernova was a new Jupiter Wealth Management position in Q2 2026.
  • GE Vernova made up 0.16% of Jupiter Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Jupiter Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 2 quarters since.
  • 3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.