PlanVest Financial’s GE Vernova GEV Stock Holding History

PlanVest 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	$102K	Hold	87	–	–	0.07%	151
2026 Q1	$76K	Buy	+87	New	+$67.9K	0.06%	163

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

PlanVest Financial's GEV Position: Q2 2026 in Review

PlanVest Financial held its GE Vernova (GEV) position steady in Q2 2026 at 87 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #151.

PlanVest Financial first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,291 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

PlanVest Financial held 87 shares of GE Vernova worth $102K as of Q2 2026.
PlanVest Financial left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.07% of PlanVest Financial's portfolio in Q2 2026, its #151 holding.
PlanVest Financial first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,291 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.