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Smith Shellnut Wilson’s GE Vernova GEV Stock Holding History

Smith Shellnut Wilson’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 		$1.15M Sell
980
-1
-0.1% -$1.02K 0.43% 47
2026
Q1 		$856K Sell
981
-3
-0.3% -$2.34K 0.37% 56
2025
Q4 		$643K Sell
984
-50
-5% -$30.5K 0.25% 66
2025
Q3 		$636K Buy
1,034
+304
+42% +$184K 0.24% 63
2025
Q2 		$386K Hold
730
– – 0.17% 86
2025
Q1 		$223K Buy
730
+6
+0.8% +$2.09K 0.1% 126
2024
Q4 		$238K Buy
+724
New +$226K 0.11% 130

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

Smith Shellnut Wilson's GEV Position: Q2 2026 in Review

Smith Shellnut Wilson reduced its GE Vernova (GEV) stake by 0.1% in Q2 2026, selling an estimated $1.02K and leaving 980 shares worth $1.15M. The position accounts for 0.43% of the portfolio, ranked #47.

Smith Shellnut Wilson first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Smith Shellnut Wilson held 980 shares of GE Vernova worth $1.15M as of Q2 2026.
  • Smith Shellnut Wilson sold 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.43% of Smith Shellnut Wilson's portfolio in Q2 2026, its #47 holding.
  • Smith Shellnut Wilson first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.