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Measured Wealth Private Client Group’s GE Vernova GEV Stock Holding History

Measured Wealth Private Client Group’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 		$43.5K Buy
37
+27
+270% +$27.6K 0.01% 350
2026
Q1 		$8.73K Sell
10
-146
-94% -$114K ﹤0.01% 578
2025
Q4 		$102K Buy
156
+146
+1,460% +$88.9K 0.03% 246
2025
Q3 		$6.15K Buy
+10
New +$6.06K ﹤0.01% 595

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

Measured Wealth Private Client Group's GEV Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its GE Vernova (GEV) stake by 270% in Q2 2026, buying an estimated $27.6K and bringing the position to 37 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #350.

Measured Wealth Private Client Group first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $102K in Q4 2025. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Measured Wealth Private Client Group held 37 shares of GE Vernova worth $43.5K as of Q2 2026.
  • Measured Wealth Private Client Group bought 27 GE Vernova shares in Q2 2026, an estimated $27.6K.
  • GE Vernova made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #350 holding.
  • Measured Wealth Private Client Group first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's GE Vernova position peaked at $102K in Q4 2025.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.