Pinnacle Wealth Management Advisory Group’s GE Vernova GEV Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$2.21M	Buy	1,878 +224	+14%	+$229K	0.13%	119
2026 Q1	$1.44M	Buy	1,654 +47	+3%	+$36.7K	0.1%	143
2025 Q4	$1.05M	Buy	1,607 +450	+39%	+$274K	0.07%	165
2025 Q3	$711K	Buy	1,157 +4	+0.3%	+$2.42K	0.05%	183
2025 Q2	$610K	Buy	1,153 +65	+6%	+$27.1K	0.05%	195
2025 Q1	$332K	Sell	1,088 -4	-0.4%	-$1.4K	0.03%	276
2024 Q4	$359K	Buy	1,092 +2	+0.2%	+$625	0.03%	255
2024 Q3	$278K	Buy	+1,090	New	+$209K	0.03%	296

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's GEV Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its GE Vernova (GEV) stake by 14% in Q2 2026, buying an estimated $229K and bringing the position to 1,878 shares worth $2.21M. The position accounts for 0.13% of the portfolio, ranked #119.

Pinnacle Wealth Management Advisory Group first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,878 shares of GE Vernova worth $2.21M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 224 GE Vernova shares in Q2 2026, an estimated $229K.
GE Vernova made up 0.13% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #119 holding.
Pinnacle Wealth Management Advisory Group first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.