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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

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

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. 3,444 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.
  • 3,444 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.