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Simplicity Wealth’s GE Vernova GEV Stock Holding History

Simplicity Wealth’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 		$2.28M Buy
1,939
+589
+44% +$601K 0.08% 247
2026
Q1 		$1.18M Buy
1,350
+365
+37% +$285K 0.07% 265
2025
Q4 		$644K Sell
985
-242
-20% -$147K 0.04% 373
2025
Q3 		$754K Sell
1,227
-35
-3% -$21.2K 0.04% 358
2025
Q2 		$667K Buy
+1,262
New +$525K 0.03% 402
2024
Q3 		– Sell
-4,674
Closed -$802K – 1249
2024
Q2 		$802K Buy
+4,674
New +$741K 0.02% 595

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Simplicity Wealth's GEV Position: Q2 2026 in Review

Simplicity Wealth increased its GE Vernova (GEV) stake by 44% in Q2 2026, buying an estimated $601K and bringing the position to 1,939 shares worth $2.28M. The position accounts for 0.08% of the portfolio, ranked #247.

Simplicity Wealth first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. 2,390 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Simplicity Wealth held 1,939 shares of GE Vernova worth $2.28M as of Q2 2026.
  • Simplicity Wealth bought 589 GE Vernova shares in Q2 2026, an estimated $601K.
  • GE Vernova made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #247 holding.
  • Simplicity Wealth first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 2,390 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.