Spartan Planning & Wealth Management’s GE Vernova GEV Stock Holding History

Spartan Planning & Wealth 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	$562K	Buy	+478	New	+$488K	0.37%	45

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Spartan Planning & Wealth Management's GEV Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in GE Vernova (GEV) in Q2 2026: 478 shares worth $562K. The stake represents 0.37% of the portfolio and ranks #45 among its holdings.

3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Spartan Planning & Wealth Management held 478 shares of GE Vernova worth $562K as of Q2 2026.
GE Vernova was a new Spartan Planning & Wealth Management position in Q2 2026.
GE Vernova made up 0.37% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #45 holding.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.