PWP
GEV icon

Phillips Wealth Planners’s GE Vernova GEV Stock Holding History

Phillips Wealth Planners’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 		$700K Buy
650
+7
+1% +$7.14K 0.52% 56
2026
Q1 		$690K Sell
643
-65
-9% -$50.7K 0.52% 53
2025
Q4 		$473K Buy
708
+45
+7% +$27.4K 0.38% 84
2025
Q3 		$400K Buy
663
+56
+9% +$33.9K 0.33% 101
2025
Q2 		$322K Buy
+607
New +$253K 0.29% 121

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

Phillips Wealth Planners's GEV Position: Q2 2026 in Review

Phillips Wealth Planners increased its GE Vernova (GEV) stake by 1.1% in Q2 2026, buying an estimated $7.14K and bringing the position to 650 shares worth $700K. The position accounts for 0.52% of the portfolio, ranked #56.

Phillips Wealth Planners first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Phillips Wealth Planners held 650 shares of GE Vernova worth $700K as of Q2 2026.
  • Phillips Wealth Planners bought 7 GE Vernova shares in Q2 2026, an estimated $7.14K.
  • GE Vernova made up 0.52% of Phillips Wealth Planners's portfolio in Q2 2026, its #56 holding.
  • Phillips Wealth Planners first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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