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Plan A Wealth’s GE Vernova GEV Stock Holding History

Plan A Wealth’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 		$1.07M Buy
907
+1
+0.1% +$1.02K 0.45% 25
2026
Q1 		$791K Sell
906
-8
-0.9% -$6.24K 0.38% 31
2025
Q4 		$597K Buy
914
+10
+1% +$6.09K 0.29% 58
2025
Q3 		$556K Sell
904
-5
-0.6% -$3.03K 0.28% 60
2025
Q2 		$481K Hold
909
– – 0.27% 69
2025
Q1 		$278K Sell
909
-98
-10% -$34.2K 0.22% 76
2024
Q4 		$331K Buy
+1,007
New +$315K 0.3% 57

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

Plan A Wealth's GEV Position: Q2 2026 in Review

Plan A Wealth increased its GE Vernova (GEV) stake by 0.11% in Q2 2026, buying an estimated $1.02K and bringing the position to 907 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #25.

Plan A Wealth first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Plan A Wealth held 907 shares of GE Vernova worth $1.07M as of Q2 2026.
  • Plan A Wealth bought 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.45% of Plan A Wealth's portfolio in Q2 2026, its #25 holding.
  • Plan A Wealth first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.