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Retirement Planning Group (New York)’s GE Vernova GEV Stock Holding History

Retirement Planning Group (New York)’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 		$3.53M Buy
3,006
+81
+3% +$82.7K 1.93% 18
2026
Q1 		$2.55M Buy
2,925
+7
+0.2% +$5.46K 1.65% 21
2025
Q4 		$1.91M Buy
2,918
+45
+2% +$27.4K 1.3% 23
2025
Q3 		$1.77M Buy
2,873
+1
+0% +$606 1.32% 24
2025
Q2 		$1.52M Buy
2,872
+1
+0% +$416 1.34% 23
2025
Q1 		$876K Buy
2,871
+1,330
+86% +$464K 0.89% 27
2024
Q4 		$507K Buy
+1,541
New +$482K 0.56% 36

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 Group (New York)'s GEV Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its GE Vernova (GEV) stake by 2.8% in Q2 2026, buying an estimated $82.7K and bringing the position to 3,006 shares worth $3.53M. The position accounts for 1.93% of the portfolio, ranked #18.

Retirement Planning Group (New York) first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,448 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Retirement Planning Group (New York) held 3,006 shares of GE Vernova worth $3.53M as of Q2 2026.
  • Retirement Planning Group (New York) bought 81 GE Vernova shares in Q2 2026, an estimated $82.7K.
  • GE Vernova made up 1.93% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #18 holding.
  • Retirement Planning Group (New York) first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,448 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.