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Roxbury Financial’s GE Vernova GEV Stock Holding History

Roxbury Financial’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 		$52.9K Buy
45
+23
+105% +$23.5K 0.04% 194
2026
Q1 		$19.2K Hold
22
– – 0.02% 259
2025
Q4 		$14.4K Buy
+22
New +$13.4K 0.01% 277
2025
Q2 		– Sell
-8
Closed -$2.68K – 380
2025
Q1 		$2.68K Hold
8
– – ﹤0.01% 311
2024
Q4 		$2.67K Buy
+8
New +$2.5K ﹤0.01% 351

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

Roxbury Financial's GEV Position: Q2 2026 in Review

Roxbury Financial increased its GE Vernova (GEV) stake by 105% in Q2 2026, buying an estimated $23.5K and bringing the position to 45 shares worth $52.9K. The position accounts for 0.04% of the portfolio, ranked #194.

Roxbury Financial first reported a position in GEV in Q4 2024 and has held it in 5 quarters since. 3,451 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Roxbury Financial held 45 shares of GE Vernova worth $52.9K as of Q2 2026.
  • Roxbury Financial bought 23 GE Vernova shares in Q2 2026, an estimated $23.5K.
  • GE Vernova made up 0.04% of Roxbury Financial's portfolio in Q2 2026, its #194 holding.
  • Roxbury Financial first reported a position in GE Vernova in Q4 2024 and has held it in 5 quarters since.
  • 3,451 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.