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Live Oak Private Wealth’s GE Vernova GEV Stock Holding History

Live Oak Private Wealth’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 		$532K Sell
453
-27
-6% -$27.6K 0.07% 143
2026
Q1 		$419K Buy
480
+77
+19% +$60.1K 0.06% 146
2025
Q4 		$263K Hold
403
– – 0.04% 173
2025
Q3 		$248K Hold
403
– – 0.03% 174
2025
Q2 		$213K Buy
+403
New +$168K 0.03% 182

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

Live Oak Private Wealth's GEV Position: Q2 2026 in Review

Live Oak Private Wealth reduced its GE Vernova (GEV) stake by 5.6% in Q2 2026, selling an estimated $27.6K and leaving 453 shares worth $532K. The position accounts for 0.07% of the portfolio, ranked #143.

Live Oak Private Wealth first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,443 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Live Oak Private Wealth held 453 shares of GE Vernova worth $532K as of Q2 2026.
  • Live Oak Private Wealth sold 27 GE Vernova shares in Q2 2026, an estimated $27.6K.
  • GE Vernova made up 0.07% of Live Oak Private Wealth's portfolio in Q2 2026, its #143 holding.
  • Live Oak Private Wealth first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,443 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.