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Phoenix Financial’s GE Vernova GEV Stock Holding History

Phoenix Financial’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 		$8.8M Buy
7,489
+2,323
+45% +$2.37M 0.06% 98
2026
Q1 		$4.51M Buy
5,166
+1,292
+33% +$1.01M 0.04% 127
2025
Q4 		$2.53M Buy
3,874
+2,068
+115% +$1.26M 0.03% 164
2025
Q3 		$1.11M Buy
1,806
+281
+18% +$170K 0.01% 223
2025
Q2 		$806K Buy
+1,525
New +$635K 0.01% 253
2024
Q3 		– Sell
-741,865
Closed -$127M – 412
2024
Q2 		$127M Buy
+741,865
New +$118M 1.94% 13

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 $3.38T AUM 44.17% 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

Phoenix Financial's GEV Position: Q2 2026 in Review

Phoenix Financial increased its GE Vernova (GEV) stake by 45% in Q2 2026, buying an estimated $2.37M and bringing the position to 7,489 shares worth $8.8M. The position accounts for 0.06% of the portfolio, ranked #98.

Phoenix Financial first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. The position peaked at $127M in Q2 2024. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Phoenix Financial held 7,489 shares of GE Vernova worth $8.8M as of Q2 2026.
  • Phoenix Financial bought 2,323 GE Vernova shares in Q2 2026, an estimated $2.37M.
  • GE Vernova made up 0.06% of Phoenix Financial's portfolio in Q2 2026, its #98 holding.
  • Phoenix Financial first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • Phoenix Financial's GE Vernova position peaked at $127M in Q2 2024.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.