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Milestone Asset Management’s GE Vernova GEV Stock Holding History

Milestone Asset 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 		$912K Buy
776
+34
+5% +$34.7K 0.14% 149
2026
Q1 		$648K Buy
742
+5
+0.7% +$3.9K 0.12% 148
2025
Q4 		$482K Buy
737
+10
+1% +$6.09K 0.09% 156
2025
Q3 		$447K Hold
727
– – 0.08% 159
2025
Q2 		$385K Hold
727
– – 0.08% 162
2025
Q1 		$222K Sell
727
-31
-4% -$10.8K 0.05% 202
2024
Q4 		$249K Buy
+758
New +$237K 0.05% 209

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

Milestone Asset Management's GEV Position: Q2 2026 in Review

Milestone Asset Management increased its GE Vernova (GEV) stake by 4.6% in Q2 2026, buying an estimated $34.7K and bringing the position to 776 shares worth $912K. The position accounts for 0.14% of the portfolio, ranked #149.

Milestone Asset Management first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Milestone Asset Management held 776 shares of GE Vernova worth $912K as of Q2 2026.
  • Milestone Asset Management bought 34 GE Vernova shares in Q2 2026, an estimated $34.7K.
  • GE Vernova made up 0.14% of Milestone Asset Management's portfolio in Q2 2026, its #149 holding.
  • Milestone Asset Management first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.