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Mark Sheptoff Financial Planning’s GE Vernova GEV Stock Holding History

Mark Sheptoff Financial Planning’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 		$25.8K Hold
22
– – 0.01% 249
2026
Q1 		$24.1K Buy
22
+12
+120% +$9.36K 0.01% 257
2025
Q4 		$6.54K Hold
10
– – ﹤0.01% 393
2025
Q3 		$6.15K Sell
10
-680
-99% -$412K ﹤0.01% 391
2025
Q2 		$365K Buy
+690
New +$287K 0.19% 66

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

Mark Sheptoff Financial Planning's GEV Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its GE Vernova (GEV) position steady in Q2 2026 at 22 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #249.

Mark Sheptoff Financial Planning first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $365K in Q2 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Mark Sheptoff Financial Planning held 22 shares of GE Vernova worth $25.8K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #249 holding.
  • Mark Sheptoff Financial Planning first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's GE Vernova position peaked at $365K in Q2 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.