PWP
GEV icon

Perfromance Wealth Partners’s GE Vernova GEV Stock Holding History

Perfromance Wealth Partners’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 		$145M Buy
123,244
+3,138
+3% +$3.2M 3.6% 7
2026
Q1 		$105M Buy
120,106
+25,835
+27% +$20.2M 3.04% 8
2025
Q4 		$61.6M Buy
94,271
+1,408
+2% +$858K 1.67% 11
2025
Q3 		$57.1M Buy
92,863
+17,399
+23% +$10.5M 1.59% 14
2025
Q2 		$39.9M Sell
75,464
-217
-0.3% -$90.4K 1.28% 15
2025
Q1 		$23.1M Buy
75,681
+21,800
+40% +$7.6M 0.83% 17
2024
Q4 		$17.7M Buy
53,881
+11,529
+27% +$3.6M 0.57% 18
2024
Q3 		$10.8M Buy
+42,352
New +$8.13M 0.37% 22

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

Perfromance Wealth Partners's GEV Position: Q2 2026 in Review

Perfromance Wealth Partners increased its GE Vernova (GEV) stake by 2.6% in Q2 2026, buying an estimated $3.2M and bringing the position to 123,244 shares worth $145M. The position accounts for 3.6% of the portfolio, ranked #7.

Perfromance Wealth Partners first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,427 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Perfromance Wealth Partners held 123,244 shares of GE Vernova worth $145M as of Q2 2026.
  • Perfromance Wealth Partners bought 3,138 GE Vernova shares in Q2 2026, an estimated $3.2M.
  • GE Vernova made up 3.6% of Perfromance Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Perfromance Wealth Partners first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.