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Money Concepts Capital’s GE Vernova GEV Stock Holding History

Money Concepts Capital’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 		$1.84M Buy
1,564
+28
+2% +$28.6K 0.09% 213
2026
Q1 		$1.34M Buy
1,536
+305
+25% +$238K 0.07% 243
2025
Q4 		$805K Buy
1,231
+396
+47% +$241K 0.05% 286
2025
Q3 		$513K Buy
835
+220
+36% +$133K 0.03% 321
2025
Q2 		$325K Buy
+615
New +$256K 0.02% 361
2024
Q4 		– Sell
-1,214
Closed -$310K – 426
2024
Q3 		$310K Sell
1,214
-44
-3% -$8.45K 0.02% 342
2024
Q2 		$216K Buy
+1,258
New +$199K 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 $3.38T AUM 44.17% 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

Money Concepts Capital's GEV Position: Q2 2026 in Review

Money Concepts Capital increased its GE Vernova (GEV) stake by 1.8% in Q2 2026, buying an estimated $28.6K and bringing the position to 1,564 shares worth $1.84M. The position accounts for 0.09% of the portfolio, ranked #213.

Money Concepts Capital first reported a position in GEV in Q2 2024 and has held it in 7 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Money Concepts Capital held 1,564 shares of GE Vernova worth $1.84M as of Q2 2026.
  • Money Concepts Capital bought 28 GE Vernova shares in Q2 2026, an estimated $28.6K.
  • GE Vernova made up 0.09% of Money Concepts Capital's portfolio in Q2 2026, its #213 holding.
  • Money Concepts Capital first reported a position in GE Vernova in Q2 2024 and has held it in 7 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.