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Roberts, Glore & Co’s GE Vernova GEV Stock Holding History

Roberts, Glore & Co’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 		$599K Sell
510
-1
-0.2% -$1.02K 0.15% 131
2026
Q1 		$446K Hold
511
– – 0.12% 141
2025
Q4 		$334K Hold
511
– – 0.09% 162
2025
Q3 		$314K Hold
511
– – 0.09% 170
2025
Q2 		$270K Buy
+511
New +$213K 0.08% 175

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

Roberts, Glore & Co's GEV Position: Q2 2026 in Review

Roberts, Glore & Co reduced its GE Vernova (GEV) stake by 0.2% in Q2 2026, selling an estimated $1.02K and leaving 510 shares worth $599K. The position accounts for 0.15% of the portfolio, ranked #131.

Roberts, Glore & Co first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Roberts, Glore & Co held 510 shares of GE Vernova worth $599K as of Q2 2026.
  • Roberts, Glore & Co sold 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.15% of Roberts, Glore & Co's portfolio in Q2 2026, its #131 holding.
  • Roberts, Glore & Co first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.