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Montz Harcus Wealth Management’s GE Vernova GEV Stock Holding History

Montz Harcus 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 		$248K Buy
+211
New +$215K 0.09% 84

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

Montz Harcus Wealth Management's GEV Position: Q2 2026 in Review

Montz Harcus Wealth Management opened a new position in GE Vernova (GEV) in Q2 2026: 211 shares worth $248K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings.

3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Montz Harcus Wealth Management held 211 shares of GE Vernova worth $248K as of Q2 2026.
  • GE Vernova was a new Montz Harcus Wealth Management position in Q2 2026.
  • GE Vernova made up 0.09% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #84 holding.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.