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Okabena Investment Services’s GE Vernova GEV Stock Holding History

Okabena Investment 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 		$388K Hold
330
– – 0.07% 124
2026
Q1 		$288K Sell
330
-13
-4% -$10.1K 0.06% 133
2025
Q4 		$224K Buy
343
+10
+3% +$6.09K 0.04% 141
2025
Q3 		$205K Buy
+333
New +$202K 0.04% 136
2024
Q4 		– Sell
-2,905
Closed -$741K – 124
2024
Q3 		$741K Buy
+2,905
New +$558K 0.21% 73

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

Okabena Investment Services's GEV Position: Q2 2026 in Review

Okabena Investment Services held its GE Vernova (GEV) position steady in Q2 2026 at 330 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #124.

Okabena Investment Services first reported a position in GEV in Q3 2024 and has held it in 5 quarters since. The position peaked at $741K in Q3 2024. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Okabena Investment Services held 330 shares of GE Vernova worth $388K as of Q2 2026.
  • Okabena Investment Services left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.07% of Okabena Investment Services's portfolio in Q2 2026, its #124 holding.
  • Okabena Investment Services first reported a position in GE Vernova in Q3 2024 and has held it in 5 quarters since.
  • Okabena Investment Services's GE Vernova position peaked at $741K in Q3 2024.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.