Shepherd Wealth Management
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Shepherd Wealth Management’s GE Vernova GEV Stock Holding History

Shepherd 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
Q3 		$5.72M Buy
+6,018
New +$5.96M 3.61% 9
2026
Q1 		– Sell
-4,428
Closed -$3.02M – 62
2025
Q4 		$3.02M Sell
4,428
-428
-9% -$261K 2.1% 16
2025
Q3 		$2.74M Buy
+4,856
New +$2.94M 1.82% 17

Other funds holding GEV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Shepherd Wealth Management's GEV Position: Q3 2026 in Review

Shepherd Wealth Management opened a new position in GE Vernova (GEV) in Q3 2026: 6,018 shares worth $5.72M. The stake represents 3.61% of the portfolio and ranks #9 among its holdings. This is a return to the name: Shepherd Wealth Management previously reported a position in GEV as recently as Q4 2025.

Shepherd Wealth Management first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 2,912 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Shepherd Wealth Management held 6,018 shares of GE Vernova worth $5.72M as of Q3 2026.
  • GE Vernova was a new Shepherd Wealth Management position in Q3 2026.
  • GE Vernova made up 3.61% of Shepherd Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Shepherd Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • 2,912 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Shepherd Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.