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QTR Family Wealth’s GE Vernova GEV Stock Holding History

QTR Family Wealth’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 		$1.12M Buy
955
+53
+6% +$54.1K 0.39% 56
2026
Q1 		$890K Buy
902
+209
+30% +$163K 0.37% 57
2025
Q4 		$548K Buy
693
+318
+85% +$194K 0.24% 98
2025
Q3 		$231K Buy
+375
New +$227K 0.11% 217

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

QTR Family Wealth's GEV Position: Q2 2026 in Review

QTR Family Wealth increased its GE Vernova (GEV) stake by 5.9% in Q2 2026, buying an estimated $54.1K and bringing the position to 955 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #56.

QTR Family Wealth first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 2,321 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • QTR Family Wealth held 955 shares of GE Vernova worth $1.12M as of Q2 2026.
  • QTR Family Wealth bought 53 GE Vernova shares in Q2 2026, an estimated $54.1K.
  • GE Vernova made up 0.39% of QTR Family Wealth's portfolio in Q2 2026, its #56 holding.
  • QTR Family Wealth first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 2,321 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.