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Laurel Oak Wealth Management’s GE Vernova GEV Stock Holding History

Laurel Oak 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 		$451K Sell
384
-30
-7% -$30.6K 0.07% 220
2026
Q1 		$361K Buy
414
+70
+20% +$54.6K 0.06% 238
2025
Q4 		$225K Buy
+344
New +$210K 0.04% 320

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

Laurel Oak Wealth Management's GEV Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its GE Vernova (GEV) stake by 7.2% in Q2 2026, selling an estimated $30.6K and leaving 384 shares worth $451K. The position accounts for 0.07% of the portfolio, ranked #220.

Laurel Oak Wealth Management first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Laurel Oak Wealth Management held 384 shares of GE Vernova worth $451K as of Q2 2026.
  • Laurel Oak Wealth Management sold 30 GE Vernova shares in Q2 2026, an estimated $30.6K.
  • GE Vernova made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Laurel Oak Wealth Management first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.