PIFP
GEV icon

Partners in Financial Planning’s GE Vernova GEV Stock Holding History

Partners in Financial Planning’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 		$1.16M Sell
985
-8
-0.8% -$8.16K 0.18% 50
2026
Q1 		$867K Buy
993
+63
+7% +$49.2K 0.14% 54
2025
Q4 		$608K Hold
930
– – 0.1% 66
2025
Q3 		$572K Buy
930
+6
+0.6% +$3.63K 0.1% 67
2025
Q2 		$489K Sell
924
-12
-1% -$5K 0.09% 68
2025
Q1 		$286K Buy
936
+98
+12% +$34.2K 0.06% 87
2024
Q4 		$276K Sell
838
-164
-16% -$51.3K 0.06% 88
2024
Q3 		$255K Sell
1,002
-355
-26% -$68.2K 0.05% 94
2024
Q2 		$233K Buy
+1,357
New +$215K 0.05% 96

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

Partners in Financial Planning's GEV Position: Q2 2026 in Review

Partners in Financial Planning reduced its GE Vernova (GEV) stake by 0.81% in Q2 2026, selling an estimated $8.16K and leaving 985 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #50.

Partners in Financial Planning first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Partners in Financial Planning held 985 shares of GE Vernova worth $1.16M as of Q2 2026.
  • Partners in Financial Planning sold 8 GE Vernova shares in Q2 2026, an estimated $8.16K.
  • GE Vernova made up 0.18% of Partners in Financial Planning's portfolio in Q2 2026, its #50 holding.
  • Partners in Financial Planning first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.