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Liberty Wealth Management’s GE Vernova GEV Stock Holding History

Liberty 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 		$397K Hold
450
– – 0.05% 167
2026
Q1 		$397K Buy
450
+69
+18% +$53.8K 0.05% 167
2025
Q4 		$249K Sell
381
-4
-1% -$2.44K 0.03% 220
2025
Q3 		$237K Sell
385
-4
-1% -$2.42K 0.03% 215
2025
Q2 		$206K Buy
+389
New +$162K 0.03% 222

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

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

Liberty Wealth Management held its GE Vernova (GEV) position steady in Q2 2026 at 450 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #167.

Liberty Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Liberty Wealth Management held 450 shares of GE Vernova worth $397K as of Q2 2026.
  • Liberty Wealth Management left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Liberty Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.