RPCONE
GEV icon

Retirement Planning Company of New England’s GE Vernova GEV Stock Holding History

Retirement Planning Company of New England’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 		$875K Sell
745
-53
-7% -$54.1K 0.31% 86
2026
Q1 		$696K Sell
798
-6
-0.7% -$4.68K 0.28% 106
2025
Q4 		$525K Buy
804
+36
+5% +$21.9K 0.21% 123
2025
Q3 		$472K Buy
768
+5
+0.7% +$3.03K 0.19% 138
2025
Q2 		$404K Buy
763
+24
+3% +$9.99K 0.18% 148
2025
Q1 		$226K Buy
739
+40
+6% +$13.9K 0.11% 205
2024
Q4 		$230K Buy
+699
New +$219K 0.11% 206

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

Retirement Planning Company of New England's GEV Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its GE Vernova (GEV) stake by 6.6% in Q2 2026, selling an estimated $54.1K and leaving 745 shares worth $875K. The position accounts for 0.31% of the portfolio, ranked #86.

Retirement Planning Company of New England first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Retirement Planning Company of New England held 745 shares of GE Vernova worth $875K as of Q2 2026.
  • Retirement Planning Company of New England sold 53 GE Vernova shares in Q2 2026, an estimated $54.1K.
  • GE Vernova made up 0.31% of Retirement Planning Company of New England's portfolio in Q2 2026, its #86 holding.
  • Retirement Planning Company of New England first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.