MF
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Montis Financial’s GE Vernova GEV Stock Holding History

Montis Financial’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 		$424K Buy
361
+13
+4% +$13.3K 0.09% 107
2026
Q1 		$304K Buy
348
+39
+13% +$30.4K 0.06% 126
2025
Q4 		$202K Buy
+309
New +$188K 0.04% 154

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

Montis Financial's GEV Position: Q2 2026 in Review

Montis Financial increased its GE Vernova (GEV) stake by 3.7% in Q2 2026, buying an estimated $13.3K and bringing the position to 361 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #107.

Montis Financial first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Montis Financial held 361 shares of GE Vernova worth $424K as of Q2 2026.
  • Montis Financial bought 13 GE Vernova shares in Q2 2026, an estimated $13.3K.
  • GE Vernova made up 0.09% of Montis Financial's portfolio in Q2 2026, its #107 holding.
  • Montis Financial first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.