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Modera Wealth Management’s GE Vernova GEV Stock Holding History

Modera 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 		$2.68M Sell
2,279
-67
-3% -$68.4K 0.03% 244
2026
Q1 		$2.05M Sell
2,346
-51
-2% -$39.8K 0.02% 253
2025
Q4 		$1.57M Buy
2,397
+33
+1% +$20.1K 0.02% 289
2025
Q3 		$1.45M Sell
2,364
-293
-11% -$178K 0.02% 291
2025
Q2 		$1.41M Sell
2,657
-58
-2% -$24.1K 0.02% 290
2025
Q1 		$829K Sell
2,715
-69
-2% -$24.1K 0.01% 349
2024
Q4 		$916K Sell
2,784
-78
-3% -$24.4K 0.01% 343
2024
Q3 		$730K Buy
2,862
+189
+7% +$36.3K 0.01% 354
2024
Q2 		$458K Buy
+2,673
New +$424K 0.01% 408

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Modera Wealth Management reduced its GE Vernova (GEV) stake by 2.9% in Q2 2026, selling an estimated $68.4K and leaving 2,279 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #244.

Modera Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 2,243 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Modera Wealth Management held 2,279 shares of GE Vernova worth $2.68M as of Q2 2026.
  • Modera Wealth Management sold 67 GE Vernova shares in Q2 2026, an estimated $68.4K.
  • GE Vernova made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Modera Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 2,243 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.