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Peak Financial Management’s GE Vernova GEV Stock Holding History

Peak Financial Management’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 		$602K Sell
512
-35
-6% -$35.7K 0.14% 58
2026
Q1 		$478K Sell
547
-50
-8% -$39K 0.12% 60
2025
Q4 		$390K Buy
597
+45
+8% +$27.4K 0.1% 64
2025
Q3 		$339K Buy
552
+10
+2% +$6.06K 0.09% 67
2025
Q2 		$287K Sell
542
-350
-39% -$146K 0.08% 74
2025
Q1 		$272K Buy
+892
New +$311K 0.08% 74

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

Peak Financial Management's GEV Position: Q2 2026 in Review

Peak Financial Management reduced its GE Vernova (GEV) stake by 6.4% in Q2 2026, selling an estimated $35.7K and leaving 512 shares worth $602K. The position accounts for 0.14% of the portfolio, ranked #58.

Peak Financial Management first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Peak Financial Management held 512 shares of GE Vernova worth $602K as of Q2 2026.
  • Peak Financial Management sold 35 GE Vernova shares in Q2 2026, an estimated $35.7K.
  • GE Vernova made up 0.14% of Peak Financial Management's portfolio in Q2 2026, its #58 holding.
  • Peak Financial Management first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.