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Strategic Financial Services’s GE Vernova GEV Stock Holding History

Strategic Financial Services’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
1,074
-2,072
-66% -$2.11M 0.06% 66
2026
Q1 		$2.75M Hold
3,146
– – 0.13% 42
2025
Q4 		$2.45M Buy
3,146
+849
+37% +$517K 0.11% 45
2025
Q3 		$1.41M Buy
2,297
+427
+23% +$259K 0.07% 59
2025
Q2 		$990K Buy
1,870
+810
+76% +$337K 0.05% 68
2025
Q1 		$324K Sell
1,060
-50
-5% -$17.4K 0.02% 108
2024
Q4 		$365K Buy
1,110
+40
+4% +$12.5K 0.02% 107
2024
Q3 		$273K Buy
+1,070
New +$205K 0.02% 120

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

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

Strategic Financial Services reduced its GE Vernova (GEV) stake by 66% in Q2 2026, selling an estimated $2.11M and leaving 1,074 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #66.

Strategic Financial Services first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.75M in Q1 2026. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Strategic Financial Services held 1,074 shares of GE Vernova worth $1.26M as of Q2 2026.
  • Strategic Financial Services sold 2,072 GE Vernova shares in Q2 2026, an estimated $2.11M.
  • GE Vernova made up 0.06% of Strategic Financial Services's portfolio in Q2 2026, its #66 holding.
  • Strategic Financial Services first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • Strategic Financial Services's GE Vernova position peaked at $2.75M in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.