PTM Wealth Management’s GE Vernova GEV Stock Holding History

PTM Wealth 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	$410K	Buy	404 +1	+0.2%	+$1.02K	0.18%	36
2026 Q1	$362K	Hold	403	–	–	0.19%	37
2025 Q4	$274K	Hold	403	–	–	0.15%	45
2025 Q3	$243K	Hold	403	–	–	0.15%	51
2025 Q2	$208K	Buy	+403	New	+$168K	0.14%	47

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

PTM Wealth Management's GEV Position: Q2 2026 in Review

PTM Wealth Management increased its GE Vernova (GEV) stake by 0.25% in Q2 2026, buying an estimated $1.02K and bringing the position to 404 shares worth $410K. The position accounts for 0.18% of the portfolio, ranked #36.

PTM Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

PTM Wealth Management held 404 shares of GE Vernova worth $410K as of Q2 2026.
PTM Wealth Management bought 1 GE Vernova share in Q2 2026, an estimated $1.02K.
GE Vernova made up 0.18% of PTM Wealth Management's portfolio in Q2 2026, its #36 holding.
PTM Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.