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Strategic Financial Concepts’s GE Vernova GEV Stock Holding History

Strategic Financial Concepts’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 		$212K Buy
+180
New +$184K 0.06% 224
2024
Q3 		– Sell
-28,130
Closed -$25.2K – 768
2024
Q2 		$25.2K Buy
+28,130
New +$4.46M 0.01% 312

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 $3.38T AUM 44.17% 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

Strategic Financial Concepts's GEV Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in GE Vernova (GEV) in Q2 2026: 180 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #224 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in GEV as recently as Q2 2024.

Strategic Financial Concepts first reported a position in GEV in Q2 2024 and has held it in 2 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Strategic Financial Concepts held 180 shares of GE Vernova worth $212K as of Q2 2026.
  • GE Vernova was a new Strategic Financial Concepts position in Q2 2026.
  • GE Vernova made up 0.06% of Strategic Financial Concepts's portfolio in Q2 2026, its #224 holding.
  • Strategic Financial Concepts first reported a position in GE Vernova in Q2 2024 and has held it in 2 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.