Root Financial Partners’s GE Vernova GEV Stock Holding History

Root Financial Partners’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	$1.23M	Buy	1,045 +173	+20%	+$177K	0.05%	106
2026 Q1	$761K	Buy	872 +227	+35%	+$177K	0.04%	120
2025 Q4	$422K	Buy	645 +131	+25%	+$79.8K	0.02%	185
2025 Q3	$316K	Buy	514 +118	+30%	+$71.5K	0.02%	208
2025 Q2	$210K	Buy	+396	New	+$165K	0.02%	238

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Root Financial Partners's GEV Position: Q2 2026 in Review

Root Financial Partners increased its GE Vernova (GEV) stake by 20% in Q2 2026, buying an estimated $177K and bringing the position to 1,045 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #106.

Root Financial Partners first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Root Financial Partners held 1,045 shares of GE Vernova worth $1.23M as of Q2 2026.
Root Financial Partners bought 173 GE Vernova shares in Q2 2026, an estimated $177K.
GE Vernova made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #106 holding.
Root Financial Partners first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.