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Private Wealth Asset Management’s GE Vernova GEV Stock Holding History

Private Wealth Asset Management’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 		$1.25M Sell
1,067
-227
-18% -$232K 0.12% 112
2026
Q1 		$1.13M Buy
1,294
+149
+13% +$116K 0.12% 119
2025
Q4 		$748K Buy
1,145
+798
+230% +$486K 0.08% 142
2025
Q3 		$213K Buy
347
+210
+153% +$127K 0.03% 233
2025
Q2 		$72.5K Sell
137
-89
-39% -$37.1K 0.01% 343
2025
Q1 		$69K Buy
+226
New +$78.8K 0.01% 337

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

Private Wealth Asset Management's GEV Position: Q2 2026 in Review

Private Wealth Asset Management reduced its GE Vernova (GEV) stake by 18% in Q2 2026, selling an estimated $232K and leaving 1,067 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #112.

Private Wealth Asset Management first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,435 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Private Wealth Asset Management held 1,067 shares of GE Vernova worth $1.25M as of Q2 2026.
  • Private Wealth Asset Management sold 227 GE Vernova shares in Q2 2026, an estimated $232K.
  • GE Vernova made up 0.12% of Private Wealth Asset Management's portfolio in Q2 2026, its #112 holding.
  • Private Wealth Asset Management first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 3,435 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.