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Obermeyer Wealth Partners’s GE Vernova GEV Stock Holding History

Obermeyer Wealth Partners’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 		$401K Buy
341
+80
+31% +$81.7K 0.02% 206
2026
Q1 		$228K Buy
+261
New +$204K 0.01% 279
2025
Q3 		– Sell
-421
Closed -$223K – 305
2025
Q2 		$223K Buy
+421
New +$175K 0.01% 260

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

Obermeyer Wealth Partners's GEV Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its GE Vernova (GEV) stake by 31% in Q2 2026, buying an estimated $81.7K and bringing the position to 341 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #206.

Obermeyer Wealth Partners first reported a position in GEV in Q2 2025 and has held it in 3 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Obermeyer Wealth Partners held 341 shares of GE Vernova worth $401K as of Q2 2026.
  • Obermeyer Wealth Partners bought 80 GE Vernova shares in Q2 2026, an estimated $81.7K.
  • GE Vernova made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • Obermeyer Wealth Partners first reported a position in GE Vernova in Q2 2025 and has held it in 3 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.