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Sheets Smith Wealth Management’s GE Vernova GEV Stock Holding History

Sheets Smith 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 		$1.9M Buy
1,615
+5
+0.3% +$5.1K 0.19% 113
2026
Q1 		$1.41M Sell
1,610
-1
-0.1% -$780 0.16% 135
2025
Q4 		$1.05M Buy
1,611
+29
+2% +$17.7K 0.12% 173
2025
Q3 		$973K Hold
1,582
– – 0.11% 179
2025
Q2 		$837K Sell
1,582
-454
-22% -$189K 0.1% 197
2025
Q1 		$622K Buy
2,036
+10
+0.5% +$3.49K 0.08% 221
2024
Q4 		$666K Buy
+2,026
New +$633K 0.08% 209

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

Sheets Smith Wealth Management's GEV Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its GE Vernova (GEV) stake by 0.31% in Q2 2026, buying an estimated $5.1K and bringing the position to 1,615 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #113.

Sheets Smith Wealth Management first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Sheets Smith Wealth Management held 1,615 shares of GE Vernova worth $1.9M as of Q2 2026.
  • Sheets Smith Wealth Management bought 5 GE Vernova shares in Q2 2026, an estimated $5.1K.
  • GE Vernova made up 0.19% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Sheets Smith Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.