PCS
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Personal CFO Solutions’s GE Vernova GEV Stock Holding History

Personal CFO Solutions’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 		$2.22M Buy
1,889
+418
+28% +$427K 0.32% 50
2026
Q1 		$1.28M Sell
1,471
-231
-14% -$180K 0.18% 98
2025
Q4 		$1.11M Buy
1,702
+75
+5% +$45.7K 0.18% 106
2025
Q3 		$1M Buy
1,627
+37
+2% +$22.4K 0.18% 114
2025
Q2 		$841K Buy
1,590
+119
+8% +$49.5K 0.16% 141
2025
Q1 		$449K Sell
1,471
-40
-3% -$13.9K 0.09% 227
2024
Q4 		$497K Sell
1,511
-127
-8% -$39.7K 0.1% 203
2024
Q3 		$418K Buy
+1,638
New +$315K 0.06% 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

Personal CFO Solutions's GEV Position: Q2 2026 in Review

Personal CFO Solutions increased its GE Vernova (GEV) stake by 28% in Q2 2026, buying an estimated $427K and bringing the position to 1,889 shares worth $2.22M. The position accounts for 0.32% of the portfolio, ranked #50.

Personal CFO Solutions first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,443 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Personal CFO Solutions held 1,889 shares of GE Vernova worth $2.22M as of Q2 2026.
  • Personal CFO Solutions bought 418 GE Vernova shares in Q2 2026, an estimated $427K.
  • GE Vernova made up 0.32% of Personal CFO Solutions's portfolio in Q2 2026, its #50 holding.
  • Personal CFO Solutions first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,443 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.