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Sigma Planning Corp’s GE Vernova GEV Stock Holding History

Sigma Planning Corp’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 		$6.17M Sell
5,248
-2,302
-30% -$2.35M 0.16% 134
2026
Q1 		$6.59M Buy
7,550
+1,536
+26% +$1.2M 0.18% 111
2025
Q4 		$4.03M Sell
6,014
-3,643
-38% -$2.22M 0.11% 190
2025
Q3 		$5.94M Sell
9,657
-1,524
-14% -$923K 0.17% 115
2025
Q2 		$5.92M Buy
11,181
+76
+0.7% +$31.6K 0.18% 108
2025
Q1 		$3.39M Buy
11,105
+6,864
+162% +$2.39M 0.11% 201
2024
Q4 		$1.4M Buy
4,241
+364
+9% +$114K 0.04% 377
2024
Q3 		$988K Buy
3,877
+151
+4% +$29K 0.03% 499
2024
Q2 		$639K Buy
+3,726
New +$590K 0.02% 629

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

Sigma Planning Corp's GEV Position: Q2 2026 in Review

Sigma Planning Corp reduced its GE Vernova (GEV) stake by 30% in Q2 2026, selling an estimated $2.35M and leaving 5,248 shares worth $6.17M. The position accounts for 0.16% of the portfolio, ranked #134.

Sigma Planning Corp first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.59M in Q1 2026. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Sigma Planning Corp held 5,248 shares of GE Vernova worth $6.17M as of Q2 2026.
  • Sigma Planning Corp sold 2,302 GE Vernova shares in Q2 2026, an estimated $2.35M.
  • GE Vernova made up 0.16% of Sigma Planning Corp's portfolio in Q2 2026, its #134 holding.
  • Sigma Planning Corp first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Sigma Planning Corp's GE Vernova position peaked at $6.59M in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.