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Sovereign Financial Group’s GE Vernova GEV Stock Holding History

Sovereign Financial Group’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 		$1.26M Sell
1,076
-80
-7% -$81.7K 0.19% 89
2026
Q1 		$1.01M Sell
1,156
-277
-19% -$216K 0.18% 111
2025
Q4 		$937K Sell
1,433
-297
-17% -$181K 0.16% 117
2025
Q3 		$1.06M Sell
1,730
-149
-8% -$90.3K 0.2% 94
2025
Q2 		$994K Sell
1,879
-249
-12% -$104K 0.2% 95
2025
Q1 		$649K Sell
2,128
-737
-26% -$257K 0.15% 131
2024
Q4 		$943K Sell
2,865
-2
-0.1% -$625 0.22% 87
2024
Q3 		$731K Buy
2,867
+1,000
+54% +$192K 0.17% 112
2024
Q2 		$320K Buy
+1,867
New +$296K 0.08% 211

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

Sovereign Financial Group's GEV Position: Q2 2026 in Review

Sovereign Financial Group reduced its GE Vernova (GEV) stake by 6.9% in Q2 2026, selling an estimated $81.7K and leaving 1,076 shares worth $1.26M. The position accounts for 0.19% of the portfolio, ranked #89.

Sovereign Financial Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Sovereign Financial Group held 1,076 shares of GE Vernova worth $1.26M as of Q2 2026.
  • Sovereign Financial Group sold 80 GE Vernova shares in Q2 2026, an estimated $81.7K.
  • GE Vernova made up 0.19% of Sovereign Financial Group's portfolio in Q2 2026, its #89 holding.
  • Sovereign Financial Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.