OCPWS
GEV icon

One Charles Private Wealth Services’s GE Vernova GEV Stock Holding History

One Charles Private Wealth 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 		$484K Buy
412
+35
+9% +$35.7K 0.11% 99
2026
Q1 		$329K Hold
377
– – 0.08% 122
2025
Q4 		$247K Sell
377
-28
-7% -$17.1K 0.06% 141
2025
Q3 		$249K Buy
405
+10
+3% +$6.06K 0.07% 141
2025
Q2 		$209K Buy
+395
New +$164K 0.06% 151

Other funds holding GEV

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

One Charles Private Wealth Services's GEV Position: Q2 2026 in Review

One Charles Private Wealth Services increased its GE Vernova (GEV) stake by 9.3% in Q2 2026, buying an estimated $35.7K and bringing the position to 412 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #99.

One Charles Private Wealth Services first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • One Charles Private Wealth Services held 412 shares of GE Vernova worth $484K as of Q2 2026.
  • One Charles Private Wealth Services bought 35 GE Vernova shares in Q2 2026, an estimated $35.7K.
  • GE Vernova made up 0.11% of One Charles Private Wealth Services's portfolio in Q2 2026, its #99 holding.
  • One Charles Private Wealth Services first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 618 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.