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Optimize Financial’s GE Vernova GEV Stock Holding History

Optimize 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 		$522K Sell
444
-1
-0.2% -$1.02K 0.19% 131
2026
Q1 		$388K Buy
+445
New +$347K 0.19% 202
2025
Q3 		– Sell
-720
Closed -$381K – 449
2025
Q2 		$381K Sell
720
-4
-0.6% -$1.67K 0.23% 126
2025
Q1 		$221K Buy
+724
New +$252K 0.08% 173

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 $3.38T AUM 44.17% 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

Optimize Financial's GEV Position: Q2 2026 in Review

Optimize Financial reduced its GE Vernova (GEV) stake by 0.22% in Q2 2026, selling an estimated $1.02K and leaving 444 shares worth $522K. The position accounts for 0.19% of the portfolio, ranked #131.

Optimize Financial first reported a position in GEV in Q1 2025 and has held it in 4 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Optimize Financial held 444 shares of GE Vernova worth $522K as of Q2 2026.
  • Optimize Financial sold 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.19% of Optimize Financial's portfolio in Q2 2026, its #131 holding.
  • Optimize Financial first reported a position in GE Vernova in Q1 2025 and has held it in 4 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.