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Spire Wealth Management’s GE Vernova GEV Stock Holding History

Spire 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 		$8.82M Buy
7,508
+1,164
+18% +$1.19M 0.27% 83
2026
Q1 		$5.54M Buy
6,344
+15
+0.2% +$11.7K 0.19% 115
2025
Q4 		$4.14M Sell
6,329
-8,349
-57% -$5.09M 0.14% 143
2025
Q3 		$9.03M Buy
14,678
+10,159
+225% +$6.15M 0.31% 73
2025
Q2 		$2.39M Buy
4,519
+839
+23% +$349K 0.09% 198
2025
Q1 		$1.12M Buy
3,680
+707
+24% +$247K 0.04% 380
2024
Q4 		$978K Buy
+2,973
New +$929K 0.03% 398

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

Spire Wealth Management's GEV Position: Q2 2026 in Review

Spire Wealth Management increased its GE Vernova (GEV) stake by 18% in Q2 2026, buying an estimated $1.19M and bringing the position to 7,508 shares worth $8.82M. The position accounts for 0.27% of the portfolio, ranked #83.

Spire Wealth Management first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.03M in Q3 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Spire Wealth Management held 7,508 shares of GE Vernova worth $8.82M as of Q2 2026.
  • Spire Wealth Management bought 1,164 GE Vernova shares in Q2 2026, an estimated $1.19M.
  • GE Vernova made up 0.27% of Spire Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Spire Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's GE Vernova position peaked at $9.03M in Q3 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.