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Strategic Wealth Partners’s GE Vernova GEV Stock Holding History

Strategic Wealth Partners’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 		$665K Sell
566
-136
-19% -$139K 0.04% 176
2026
Q1 		$612K Buy
702
+204
+41% +$159K 0.04% 181
2025
Q4 		$325K Buy
498
+204
+69% +$124K 0.02% 254
2025
Q3 		$181K Sell
294
-28
-9% -$17K 0.01% 347
2025
Q2 		$170K Buy
+322
New +$134K 0.01% 338

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 Wealth Partners's GEV Position: Q2 2026 in Review

Strategic Wealth Partners reduced its GE Vernova (GEV) stake by 19% in Q2 2026, selling an estimated $139K and leaving 566 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #176.

Strategic Wealth Partners first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Strategic Wealth Partners held 566 shares of GE Vernova worth $665K as of Q2 2026.
  • Strategic Wealth Partners sold 136 GE Vernova shares in Q2 2026, an estimated $139K.
  • GE Vernova made up 0.04% of Strategic Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Strategic Wealth Partners first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.