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Monte Financial Group’s GE Vernova GEV Stock Holding History

Monte Financial Group’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 		$997K Buy
1,007
+15
+2% +$15.3K 0.32% 70
2026
Q1 		$866K Hold
992
– – 0.31% 74
2025
Q4 		$648K Buy
992
+63
+7% +$38.4K 0.24% 77
2025
Q3 		$571K Sell
929
-9
-1% -$5.45K 0.21% 74
2025
Q2 		$496K Buy
938
+9
+1% +$3.75K 0.19% 76
2025
Q1 		$301K Buy
929
+3
+0.3% +$1.05K 0.13% 76
2024
Q4 		$305K Hold
926
– – 0.13% 76
2024
Q3 		$236K Buy
+926
New +$178K 0.1% 78

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

Monte Financial Group's GEV Position: Q2 2026 in Review

Monte Financial Group increased its GE Vernova (GEV) stake by 1.5% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,007 shares worth $997K. The position accounts for 0.32% of the portfolio, ranked #70.

Monte Financial Group first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Monte Financial Group held 1,007 shares of GE Vernova worth $997K as of Q2 2026.
  • Monte Financial Group bought 15 GE Vernova shares in Q2 2026, an estimated $15.3K.
  • GE Vernova made up 0.32% of Monte Financial Group's portfolio in Q2 2026, its #70 holding.
  • Monte Financial Group first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.