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Mission Wealth Management’s GE Vernova GEV Stock Holding History

Mission 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 		$8.21M Buy
6,990
+4,043
+137% +$4.13M 0.1% 125
2026
Q1 		$2.57M Buy
2,947
+480
+19% +$374K 0.05% 182
2025
Q4 		$1.61M Buy
2,467
+179
+8% +$109K 0.03% 244
2025
Q3 		$1.41M Sell
2,288
-195
-8% -$118K 0.03% 270
2025
Q2 		$1.31M Buy
2,483
+88
+4% +$36.6K 0.03% 274
2025
Q1 		$731K Buy
2,395
+210
+10% +$73.2K 0.02% 369
2024
Q4 		$719K Sell
2,185
-114
-5% -$35.6K 0.02% 349
2024
Q3 		$586K Sell
2,299
-269
-10% -$51.7K 0.01% 400
2024
Q2 		$440K Buy
+2,568
New +$407K 0.01% 441

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

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

Mission Wealth Management increased its GE Vernova (GEV) stake by 137% in Q2 2026, buying an estimated $4.13M and bringing the position to 6,990 shares worth $8.21M. The position accounts for 0.1% of the portfolio, ranked #125.

Mission Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Mission Wealth Management held 6,990 shares of GE Vernova worth $8.21M as of Q2 2026.
  • Mission Wealth Management bought 4,043 GE Vernova shares in Q2 2026, an estimated $4.13M.
  • GE Vernova made up 0.1% of Mission Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Mission Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.