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Mowery & Schoenfeld Wealth Management’s GE Vernova GEV Stock Holding History

Mowery & Schoenfeld 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 		$110K Hold
94
– – 0.15% 87
2026
Q1 		$82.1K Sell
94
-36
-28% -$28.1K 0.13% 97
2025
Q4 		$85K Buy
130
+36
+38% +$21.9K 0.12% 102
2025
Q3 		$57.8K Sell
94
-5
-5% -$3.03K 0.1% 112
2025
Q2 		$52.4K Hold
99
– – 0.08% 115
2025
Q1 		$30.2K Buy
99
+53
+115% +$18.5K 0.06% 171
2024
Q4 		$15.1K Buy
+46
New +$14.4K 0.03% 189

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

Mowery & Schoenfeld Wealth Management's GEV Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its GE Vernova (GEV) position steady in Q2 2026 at 94 shares worth $110K. The position accounts for 0.15% of the portfolio, ranked #87.

Mowery & Schoenfeld Wealth Management first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 94 shares of GE Vernova worth $110K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.15% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in GE Vernova in Q4 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 Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.