Montag & Associates’s GE Vernova GEV Stock Holding History

Montag & Associates’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	$1.11M	Buy	942 +81	+9%	+$82.7K	0.05%	241
2026 Q1	$752K	Buy	861 +428	+99%	+$334K	0.03%	267
2025 Q4	$283K	Buy	433 +4	+0.9%	+$2.44K	0.01%	366
2025 Q3	$264K	Buy	429 +10	+2%	+$6.06K	0.01%	368
2025 Q2	$222K	Sell	419 -654	-61%	-$272K	0.01%	388
2025 Q1	$328K	Sell	1,073 -3	-0.3%	-$1.05K	0.02%	355
2024 Q4	$354K	Buy	1,076 +3	+0.3%	+$938	0.02%	352
2024 Q3	$274K	Sell	1,073 -125	-10%	-$24K	0.01%	386
2024 Q2	$205K	Buy	+1,198	New	+$190K	0.01%	405

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

Montag & Associates's GEV Position: Q2 2026 in Review

Montag & Associates increased its GE Vernova (GEV) stake by 9.4% in Q2 2026, buying an estimated $82.7K and bringing the position to 942 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #241.

Montag & Associates 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.

Montag & Associates held 942 shares of GE Vernova worth $1.11M as of Q2 2026.
Montag & Associates bought 81 GE Vernova shares in Q2 2026, an estimated $82.7K.
GE Vernova made up 0.05% of Montag & Associates's portfolio in Q2 2026, its #241 holding.
Montag & Associates 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 Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.