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PDS Planning’s GE Vernova GEV Stock Holding History

PDS 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 		$2.44M Buy
2,076
+90
+5% +$91.9K 0.14% 77
2026
Q1 		$1.73M Buy
1,986
+53
+3% +$41.4K 0.11% 89
2025
Q4 		$1.26M Buy
1,933
+202
+12% +$123K 0.08% 111
2025
Q3 		$1.06M Sell
1,731
-89
-5% -$53.9K 0.07% 130
2025
Q2 		$963K Buy
1,820
+177
+11% +$73.7K 0.07% 133
2025
Q1 		$502K Buy
1,643
+79
+5% +$27.5K 0.04% 210
2024
Q4 		$514K Buy
1,564
+58
+4% +$18.1K 0.05% 180
2024
Q3 		$384K Buy
1,506
+65
+5% +$12.5K 0.03% 239
2024
Q2 		$247K Buy
+1,441
New +$228K 0.02% 309

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

PDS Planning's GEV Position: Q2 2026 in Review

PDS Planning increased its GE Vernova (GEV) stake by 4.5% in Q2 2026, buying an estimated $91.9K and bringing the position to 2,076 shares worth $2.44M. The position accounts for 0.14% of the portfolio, ranked #77.

PDS Planning first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,445 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • PDS Planning held 2,076 shares of GE Vernova worth $2.44M as of Q2 2026.
  • PDS Planning bought 90 GE Vernova shares in Q2 2026, an estimated $91.9K.
  • GE Vernova made up 0.14% of PDS Planning's portfolio in Q2 2026, its #77 holding.
  • PDS Planning first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.