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Legacy Wealth Management (Idaho)’s GE Vernova GEV Stock Holding History

Legacy Wealth Management (Idaho)’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 		$433K Buy
369
+356
+2,738% +$363K 0.18% 126
2026
Q1 		$11.3K Hold
13
– – 0.01% 463
2025
Q4 		$8.5K Buy
13
+7
+117% +$4.26K ﹤0.01% 453
2025
Q3 		$3.69K Hold
6
– – ﹤0.01% 470
2025
Q2 		$3.17K Hold
6
– – ﹤0.01% 451
2025
Q1 		$1.83K Hold
6
– – ﹤0.01% 555
2024
Q4 		$2.27K Buy
6
+5
+500% +$1.56K ﹤0.01% 477
2024
Q3 		$334 Buy
+1
New +$192 ﹤0.01% 639

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 Wealth Management (Idaho)'s GEV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its GE Vernova (GEV) stake by 2,738% in Q2 2026, buying an estimated $363K and bringing the position to 369 shares worth $433K. The position accounts for 0.18% of the portfolio, ranked #126.

Legacy Wealth Management (Idaho) first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 369 shares of GE Vernova worth $433K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 356 GE Vernova shares in Q2 2026, an estimated $363K.
  • GE Vernova made up 0.18% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #126 holding.
  • Legacy Wealth Management (Idaho) first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.