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Pinnacle Wealth Planning Services’s GE Vernova GEV Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.12M Sell
1,808
-46
-2% -$47K 0.2% 67
2026
Q1 		$1.62M Buy
1,854
+25
+1% +$19.5K 0.17% 74
2025
Q4 		$1.2M Buy
1,829
+26
+1% +$15.8K 0.12% 88
2025
Q3 		$1.11M Buy
1,803
+361
+25% +$219K 0.13% 91
2025
Q2 		$763K Buy
1,442
+416
+41% +$173K 0.1% 124
2025
Q1 		$313K Buy
1,026
+19
+2% +$6.63K 0.05% 249
2024
Q4 		$331K Sell
1,007
-332
-25% -$104K 0.05% 231
2024
Q3 		$341K Buy
1,339
+101
+8% +$19.4K 0.05% 263
2024
Q2 		$212K Buy
+1,238
New +$196K 0.03% 407

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

Pinnacle Wealth Planning Services's GEV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its GE Vernova (GEV) stake by 2.5% in Q2 2026, selling an estimated $47K and leaving 1,808 shares worth $2.12M. The position accounts for 0.2% of the portfolio, ranked #67.

Pinnacle Wealth Planning Services first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,453 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,808 shares of GE Vernova worth $2.12M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 46 GE Vernova shares in Q2 2026, an estimated $47K.
  • GE Vernova made up 0.2% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #67 holding.
  • Pinnacle Wealth Planning Services first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,453 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.