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Perigon Wealth Management’s GE Vernova GEV Stock Holding History

Perigon Wealth 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 		$9.47M Sell
8,057
-297
-4% -$303K 0.15% 139
2026
Q1 		$7.29M Buy
8,354
+1,147
+16% +$895K 0.13% 156
2025
Q4 		$4.71M Buy
7,207
+812
+13% +$495K 0.08% 219
2025
Q3 		$3.93M Buy
6,395
+1,843
+40% +$1.12M 0.08% 235
2025
Q2 		$2.41M Buy
4,552
+397
+10% +$165K 0.06% 297
2025
Q1 		$1.27M Sell
4,155
-515
-11% -$180K 0.03% 398
2024
Q4 		$1.83M Buy
4,670
+1,074
+30% +$336K 0.04% 325
2024
Q3 		$917K Sell
3,596
-57
-2% -$10.9K 0.02% 458
2024
Q2 		$627K Buy
+3,653
New +$579K 0.02% 477

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

Perigon Wealth Management's GEV Position: Q2 2026 in Review

Perigon Wealth Management reduced its GE Vernova (GEV) stake by 3.6% in Q2 2026, selling an estimated $303K and leaving 8,057 shares worth $9.47M. The position accounts for 0.15% of the portfolio, ranked #139.

Perigon Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Perigon Wealth Management held 8,057 shares of GE Vernova worth $9.47M as of Q2 2026.
  • Perigon Wealth Management sold 297 GE Vernova shares in Q2 2026, an estimated $303K.
  • GE Vernova made up 0.15% of Perigon Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Perigon Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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