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MBL Wealth’s GE Vernova GEV Stock Holding History

MBL 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 		$1.32M Buy
1,121
+271
+32% +$277K 0.09% 112
2026
Q1 		$742K Buy
850
+116
+16% +$90.5K 0.06% 146
2025
Q4 		$480K Buy
734
+72
+11% +$43.9K 0.04% 185
2025
Q3 		$407K Buy
662
+215
+48% +$130K 0.04% 173
2025
Q2 		$237K Buy
+447
New +$186K 0.02% 213

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

MBL Wealth's GEV Position: Q2 2026 in Review

MBL Wealth increased its GE Vernova (GEV) stake by 32% in Q2 2026, buying an estimated $277K and bringing the position to 1,121 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #112.

MBL Wealth first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • MBL Wealth held 1,121 shares of GE Vernova worth $1.32M as of Q2 2026.
  • MBL Wealth bought 271 GE Vernova shares in Q2 2026, an estimated $277K.
  • GE Vernova made up 0.09% of MBL Wealth's portfolio in Q2 2026, its #112 holding.
  • MBL Wealth first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.