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Plancorp LLC’s GE Vernova GEV Stock Holding History

Plancorp LLC’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 		$1.78M Sell
1,704
-263
-13% -$268K 0.04% 143
2026
Q1 		$1.95M Sell
1,967
-258
-12% -$201K 0.06% 113
2025
Q4 		$1.45M Sell
2,225
-1,018
-31% -$620K 0.04% 127
2025
Q3 		$1.99M Sell
3,243
-214
-6% -$130K 0.06% 111
2025
Q2 		$1.83M Buy
3,457
+52
+2% +$21.7K 0.06% 114
2025
Q1 		$1.04M Buy
3,405
+272
+9% +$94.8K 0.04% 142
2024
Q4 		$1.03M Sell
3,133
-350
-10% -$109K 0.04% 126
2024
Q3 		$888K Buy
3,483
+29
+0.8% +$5.57K 0.04% 139
2024
Q2 		$592K Buy
+3,454
New +$547K 0.03% 160

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

Plancorp LLC's GEV Position: Q2 2026 in Review

Plancorp LLC reduced its GE Vernova (GEV) stake by 13% in Q2 2026, selling an estimated $268K and leaving 1,704 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #143.

Plancorp LLC first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q3 2025. 3,435 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Plancorp LLC held 1,704 shares of GE Vernova worth $1.78M as of Q2 2026.
  • Plancorp LLC sold 263 GE Vernova shares in Q2 2026, an estimated $268K.
  • GE Vernova made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #143 holding.
  • Plancorp LLC first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Plancorp LLC's GE Vernova position peaked at $1.99M in Q3 2025.
  • 3,435 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.