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Principle Wealth Partners’s GE Vernova GEV Stock Holding History

Principle Wealth Partners’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 		$3.02M Buy
2,572
+116
+5% +$118K 0.15% 115
2026
Q1 		$2.14M Buy
2,456
+159
+7% +$124K 0.12% 123
2025
Q4 		$1.5M Buy
2,297
+117
+5% +$71.3K 0.08% 143
2025
Q3 		$1.34M Buy
2,180
+41
+2% +$24.8K 0.08% 147
2025
Q2 		$1.13M Buy
2,139
+134
+7% +$55.8K 0.07% 149
2025
Q1 		$612K Sell
2,005
-2,997
-60% -$1.05M 0.04% 203
2024
Q4 		$1.65M Hold
5,002
– – 0.12% 130
2024
Q3 		$1.28M Hold
5,002
– – 0.09% 139
2024
Q2 		$858K Buy
+5,002
New +$793K 0.07% 167

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principle Wealth Partners's GEV Position: Q2 2026 in Review

Principle Wealth Partners increased its GE Vernova (GEV) stake by 4.7% in Q2 2026, buying an estimated $118K and bringing the position to 2,572 shares worth $3.02M. The position accounts for 0.15% of the portfolio, ranked #115.

Principle Wealth Partners first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 2,390 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Principle Wealth Partners held 2,572 shares of GE Vernova worth $3.02M as of Q2 2026.
  • Principle Wealth Partners bought 116 GE Vernova shares in Q2 2026, an estimated $118K.
  • GE Vernova made up 0.15% of Principle Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Principle Wealth Partners first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 2,390 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.