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Mindset Wealth Management’s GE Vernova GEV Stock Holding History

Mindset Wealth 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 		$1.37M Buy
1,164
+3
+0.3% +$3.06K 0.26% 40
2026
Q1 		$1.01M Buy
1,161
+181
+18% +$141K 0.27% 46
2025
Q4 		$641K Buy
980
+131
+15% +$79.8K 0.17% 67
2025
Q3 		$522K Buy
849
+294
+53% +$178K 0.14% 80
2025
Q2 		$294K Buy
+555
New +$231K 0.1% 116

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

Mindset Wealth Management's GEV Position: Q2 2026 in Review

Mindset Wealth Management increased its GE Vernova (GEV) stake by 0.26% in Q2 2026, buying an estimated $3.06K and bringing the position to 1,164 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #40.

Mindset Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Mindset Wealth Management held 1,164 shares of GE Vernova worth $1.37M as of Q2 2026.
  • Mindset Wealth Management bought 3 GE Vernova shares in Q2 2026, an estimated $3.06K.
  • GE Vernova made up 0.26% of Mindset Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Mindset Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.