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Modern Wealth Management’s GE Vernova GEV Stock Holding History

Modern 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 		$4.33M Buy
3,684
+517
+16% +$528K 0.05% 276
2026
Q1 		$2.83M Buy
3,167
+361
+13% +$282K 0.05% 263
2025
Q4 		$1.83M Buy
2,806
+182
+7% +$111K 0.03% 308
2025
Q3 		$1.61M Buy
2,624
+168
+7% +$102K 0.03% 320
2025
Q2 		$1.3M Buy
2,456
+160
+7% +$66.6K 0.03% 325
2025
Q1 		$701K Buy
2,296
+571
+33% +$199K 0.02% 361
2024
Q4 		$567K Buy
1,725
+394
+30% +$123K 0.02% 339
2024
Q3 		$339K Buy
1,331
+15
+1% +$2.88K 0.02% 320
2024
Q2 		$226K Buy
+1,316
New +$209K 0.02% 367

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

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

Modern Wealth Management increased its GE Vernova (GEV) stake by 16% in Q2 2026, buying an estimated $528K and bringing the position to 3,684 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #276.

Modern 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.

  • Modern Wealth Management held 3,684 shares of GE Vernova worth $4.33M as of Q2 2026.
  • Modern Wealth Management bought 517 GE Vernova shares in Q2 2026, an estimated $528K.
  • GE Vernova made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Modern 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.