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Richardson Financial Services’s GE Vernova GEV Stock Holding History

Richardson Financial Services’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 		$315K Buy
268
+205
+325% +$209K 0.18% 117
2026
Q1 		$55K Buy
63
+32
+103% +$25K 0.03% 286
2025
Q4 		$21.7K Buy
31
+15
+94% +$9.14K 0.01% 396
2025
Q3 		$9.84K Buy
16
+13
+433% +$7.88K 0.01% 440
2025
Q2 		$1.59K Hold
3
– – ﹤0.01% 490
2025
Q1 		$916 Buy
3
+1
+50% +$349 ﹤0.01% 521
2024
Q4 		$658 Sell
2
-1
-33% -$313 ﹤0.01% 559
2024
Q3 		$765 Buy
+3
New +$576 ﹤0.01% 575

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

Richardson Financial Services's GEV Position: Q2 2026 in Review

Richardson Financial Services increased its GE Vernova (GEV) stake by 325% in Q2 2026, buying an estimated $209K and bringing the position to 268 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #117.

Richardson Financial Services first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Richardson Financial Services held 268 shares of GE Vernova worth $315K as of Q2 2026.
  • Richardson Financial Services bought 205 GE Vernova shares in Q2 2026, an estimated $209K.
  • GE Vernova made up 0.18% of Richardson Financial Services's portfolio in Q2 2026, its #117 holding.
  • Richardson Financial Services first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.