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Smallwood Wealth Investment Management’s GE Vernova GEV Stock Holding History

Smallwood Wealth Investment 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 		$210K Hold
179
– – 0.09% 91
2026
Q1 		$156K Hold
179
– – 0.08% 88
2025
Q4 		$117K Sell
179
-2
-1% -$1.22K 0.06% 112
2025
Q3 		$111K Buy
181
+25
+16% +$15.1K 0.06% 119
2025
Q2 		$82.5K Hold
156
– – 0.05% 125
2025
Q1 		$47.6K Buy
+156
New +$54.4K 0.03% 164

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Smallwood Wealth Investment Management's GEV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its GE Vernova (GEV) position steady in Q2 2026 at 179 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #91.

Smallwood Wealth Investment Management first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 1,945 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Smallwood Wealth Investment Management held 179 shares of GE Vernova worth $210K as of Q2 2026.
  • Smallwood Wealth Investment Management left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.09% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #91 holding.
  • Smallwood Wealth Investment Management first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 1,945 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.