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Novak & Powell Financial Services’s GE Vernova GEV Stock Holding History

Novak & Powell Financial Services’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 		$443K Buy
377
+47
+14% +$48K 0.21% 95
2026
Q1 		$288K Hold
330
– – 0.16% 129
2025
Q4 		$216K Hold
330
– – 0.11% 150
2025
Q3 		$203K Buy
+330
New +$200K 0.11% 162

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

Novak & Powell Financial Services's GEV Position: Q2 2026 in Review

Novak & Powell Financial Services increased its GE Vernova (GEV) stake by 14% in Q2 2026, buying an estimated $48K and bringing the position to 377 shares worth $443K. The position accounts for 0.21% of the portfolio, ranked #95.

Novak & Powell Financial Services first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,453 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Novak & Powell Financial Services held 377 shares of GE Vernova worth $443K as of Q2 2026.
  • Novak & Powell Financial Services bought 47 GE Vernova shares in Q2 2026, an estimated $48K.
  • GE Vernova made up 0.21% of Novak & Powell Financial Services's portfolio in Q2 2026, its #95 holding.
  • Novak & Powell Financial Services first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 3,453 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.