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Shepherd Financial Partners’s GE Vernova GEV Stock Holding History

Shepherd 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 		$1.54M Buy
1,311
+159
+14% +$162K 0.13% 101
2026
Q1 		$1.01M Sell
1,152
-21
-2% -$16.4K 0.1% 111
2025
Q4 		$766K Buy
1,173
+126
+12% +$76.7K 0.07% 127
2025
Q3 		$644K Buy
1,047
+22
+2% +$13.3K 0.06% 141
2025
Q2 		$543K Sell
1,025
-9
-0.9% -$3.75K 0.06% 151
2025
Q1 		$316K Buy
+1,034
New +$361K 0.04% 180

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

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

Shepherd Financial Partners increased its GE Vernova (GEV) stake by 14% in Q2 2026, buying an estimated $162K and bringing the position to 1,311 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #101.

Shepherd Financial Partners first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,445 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Shepherd Financial Partners held 1,311 shares of GE Vernova worth $1.54M as of Q2 2026.
  • Shepherd Financial Partners bought 159 GE Vernova shares in Q2 2026, an estimated $162K.
  • GE Vernova made up 0.13% of Shepherd Financial Partners's portfolio in Q2 2026, its #101 holding.
  • Shepherd Financial Partners first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.