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Ritholtz Wealth Management’s GE Vernova GEV Stock Holding History

Ritholtz 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 		$10M Buy
8,522
+609
+8% +$622K 0.15% 80
2026
Q1 		$6.91M Buy
7,913
+1,241
+19% +$968K 0.12% 102
2025
Q4 		$4.36M Buy
6,672
+487
+8% +$297K 0.08% 169
2025
Q3 		$3.8M Buy
6,185
+639
+12% +$387K 0.07% 179
2025
Q2 		$2.93M Buy
5,546
+789
+17% +$329K 0.06% 207
2025
Q1 		$1.45M Buy
4,757
+716
+18% +$250K 0.04% 318
2024
Q4 		$1.33M Buy
4,041
+155
+4% +$48.5K 0.04% 304
2024
Q3 		$991K Sell
3,886
-62
-2% -$11.9K 0.03% 369
2024
Q2 		$677K Buy
+3,948
New +$626K 0.02% 441

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

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

Ritholtz Wealth Management increased its GE Vernova (GEV) stake by 7.7% in Q2 2026, buying an estimated $622K and bringing the position to 8,522 shares worth $10M. The position accounts for 0.15% of the portfolio, ranked #80.

Ritholtz Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Ritholtz Wealth Management held 8,522 shares of GE Vernova worth $10M as of Q2 2026.
  • Ritholtz Wealth Management bought 609 GE Vernova shares in Q2 2026, an estimated $622K.
  • GE Vernova made up 0.15% of Ritholtz Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Ritholtz Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.