Mitchell McLeod Pugh & Williams’s GE Vernova GEV Stock Holding History

Mitchell McLeod Pugh & Williams’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	$1.78M	Buy	1,519 +180	+13%	+$184K	0.22%	89
2026 Q1	$1.17M	Hold	1,339	–	–	0.17%	116
2025 Q4	$1.04M	Sell	1,339 -261	-16%	-$159K	0.15%	123
2025 Q3	$914K	Hold	1,600	–	–	0.15%	128
2025 Q2	$847K	Hold	1,600	–	–	0.16%	134
2025 Q1	$488K	Hold	1,600	–	–	0.1%	174
2024 Q4	$526K	Buy	1,600 +47	+3%	+$14.7K	0.11%	165
2024 Q3	$396K	Hold	1,553	–	–	0.08%	198
2024 Q2	$266K	Buy	+1,553	New	+$246K	0.06%	225

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's GEV Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its GE Vernova (GEV) stake by 13% in Q2 2026, buying an estimated $184K and bringing the position to 1,519 shares worth $1.78M. The position accounts for 0.22% of the portfolio, ranked #89.

Mitchell McLeod Pugh & Williams 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.

Mitchell McLeod Pugh & Williams held 1,519 shares of GE Vernova worth $1.78M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 180 GE Vernova shares in Q2 2026, an estimated $184K.
GE Vernova made up 0.22% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #89 holding.
Mitchell McLeod Pugh & Williams 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 Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.