North Berkeley Wealth Management’s GE Vernova GEV Stock Holding History

North Berkeley 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	$424K	Sell	361 -21	-5%	-$21.4K	0.17%	56
2026 Q1	$333K	Buy	382 +18	+5%	+$14K	0.18%	58
2025 Q4	$238K	Hold	364	–	–	0.14%	72
2025 Q3	$224K	Buy	+364	New	+$221K	0.18%	60
2025 Q1	–	Sell	-646	Closed	-$212K	–	69
2024 Q4	$212K	Buy	+646	New	+$202K	0.22%	62

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

North Berkeley Wealth Management's GEV Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its GE Vernova (GEV) stake by 5.5% in Q2 2026, selling an estimated $21.4K and leaving 361 shares worth $424K. The position accounts for 0.17% of the portfolio, ranked #56.

North Berkeley Wealth Management first reported a position in GEV in Q4 2024 and has held it in 5 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

North Berkeley Wealth Management held 361 shares of GE Vernova worth $424K as of Q2 2026.
North Berkeley Wealth Management sold 21 GE Vernova shares in Q2 2026, an estimated $21.4K.
GE Vernova made up 0.17% of North Berkeley Wealth Management's portfolio in Q2 2026, its #56 holding.
North Berkeley Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 5 quarters since.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.