Sherman Wealth Management’s GE Vernova GEV Stock Holding History

Sherman 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	$335K	Hold	285	–	–	0.25%	62
2026 Q1	$249K	Buy	+285	New	+$222K	0.21%	71

Other funds holding GEV

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sherman Wealth Management's GEV Position: Q2 2026 in Review

Sherman Wealth Management held its GE Vernova (GEV) position steady in Q2 2026 at 285 shares worth $335K. The position accounts for 0.25% of the portfolio, ranked #62.

Sherman Wealth Management first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 2,390 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Sherman Wealth Management held 285 shares of GE Vernova worth $335K as of Q2 2026.
Sherman Wealth Management left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.25% of Sherman Wealth Management's portfolio in Q2 2026, its #62 holding.
Sherman Wealth Management first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
2,390 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.