Naviter Wealth’s GE Vernova GEV Stock Holding History

Naviter Wealth’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	–	Sell	-588	Closed	-$514K	–	313
2026 Q1	$514K	Buy	588 +200	+52%	+$156K	0.06%	203
2025 Q4	$254K	Buy	+388	New	+$236K	0.03%	244

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

Naviter Wealth's GEV Position: Q2 2026 in Review

Naviter Wealth sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 588 shares — an estimated $514K sold.

Naviter Wealth first reported a position in GEV in Q4 2025 and held it in 2 quarters. The position peaked at $514K in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Naviter Wealth reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
Naviter Wealth sold 588 GE Vernova shares in Q2 2026, an estimated $514K.
Naviter Wealth first reported a position in GE Vernova in Q4 2025 and held it in 2 quarters.
Naviter Wealth's GE Vernova position peaked at $514K in Q1 2026.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.