Level Wealth Management’s GE Vernova GEV Stock Holding History

Level 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	$511K	Hold	435	–	–	0.2%	35
2026 Q1	$380K	Hold	435	–	–	0.18%	44
2025 Q4	$284K	Sell	435 -133	-23%	-$81K	0.15%	52
2025 Q3	$349K	Hold	568	–	–	0.18%	47
2025 Q2	$301K	Buy	+568	New	+$236K	0.17%	52

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Level Wealth Management held its GE Vernova (GEV) position steady in Q2 2026 at 435 shares worth $511K. The position accounts for 0.2% of the portfolio, ranked #35.

Level Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Level Wealth Management held 435 shares of GE Vernova worth $511K as of Q2 2026.
Level Wealth Management left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.2% of Level Wealth Management's portfolio in Q2 2026, its #35 holding.
Level Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.