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

Private Wealth Management Group’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 		$352K Buy
300
+195
+186% +$199K 0.08% 75
2026
Q1 		$91.7K Buy
105
+7
+7% +$5.46K 0.02% 140
2025
Q4 		$64K Hold
98
– – 0.02% 164
2025
Q3 		$60.3K Hold
98
– – 0.02% 164
2025
Q2 		$51.9K Hold
98
– – 0.02% 167
2025
Q1 		$29.9K Hold
98
– – 0.01% 230
2024
Q4 		$32.2K Hold
98
– – 0.01% 220
2024
Q3 		$25K Hold
98
– – 0.01% 248
2024
Q2 		$16.8K Buy
+98
New +$15.5K 0.01% 314

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 Management Group's GEV Position: Q2 2026 in Review

Private Wealth Management Group increased its GE Vernova (GEV) stake by 186% in Q2 2026, buying an estimated $199K and bringing the position to 300 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #75.

Private Wealth Management Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Private Wealth Management Group held 300 shares of GE Vernova worth $352K as of Q2 2026.
  • Private Wealth Management Group bought 195 GE Vernova shares in Q2 2026, an estimated $199K.
  • GE Vernova made up 0.08% of Private Wealth Management Group's portfolio in Q2 2026, its #75 holding.
  • Private Wealth Management Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.