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Legacy Financial Strategies’s GE Vernova GEV Stock Holding History

Legacy Financial Strategies’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 		$845K Buy
719
+58
+9% +$59.2K 0.13% 70
2026
Q1 		$577K Buy
661
+145
+28% +$113K 0.1% 75
2025
Q4 		$337K Buy
+516
New +$314K 0.06% 97

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

Legacy Financial Strategies's GEV Position: Q2 2026 in Review

Legacy Financial Strategies increased its GE Vernova (GEV) stake by 8.8% in Q2 2026, buying an estimated $59.2K and bringing the position to 719 shares worth $845K. The position accounts for 0.13% of the portfolio, ranked #70.

Legacy Financial Strategies first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Legacy Financial Strategies held 719 shares of GE Vernova worth $845K as of Q2 2026.
  • Legacy Financial Strategies bought 58 GE Vernova shares in Q2 2026, an estimated $59.2K.
  • GE Vernova made up 0.13% of Legacy Financial Strategies's portfolio in Q2 2026, its #70 holding.
  • Legacy Financial Strategies first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.