Nvest Financial’s GE Vernova GEV Stock Holding History

Nvest Financial’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	$503K	Buy	428 +2	+0.5%	+$2.04K	0.16%	94
2026 Q1	$372K	Buy	426 +5	+1%	+$3.9K	0.14%	108
2025 Q4	$275K	Buy	+421	New	+$256K	0.11%	114

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

Nvest Financial's GEV Position: Q2 2026 in Review

Nvest Financial increased its GE Vernova (GEV) stake by 0.47% in Q2 2026, buying an estimated $2.04K and bringing the position to 428 shares worth $503K. The position accounts for 0.16% of the portfolio, ranked #94.

Nvest Financial first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,447 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Nvest Financial held 428 shares of GE Vernova worth $503K as of Q2 2026.
Nvest Financial bought 2 GE Vernova shares in Q2 2026, an estimated $2.04K.
GE Vernova made up 0.16% of Nvest Financial's portfolio in Q2 2026, its #94 holding.
Nvest Financial first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
3,447 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.