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Summit Place Financial Advisors’s GE Vernova GEV Stock Holding History

Summit Place Financial Advisors’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 		$9.01M Sell
7,669
-748
-9% -$763K 3.95% 3
2026
Q1 		$7.35M Buy
8,417
+21
+0.3% +$16.4K 3.53% 4
2025
Q4 		$5.49M Sell
8,396
-704
-8% -$429K 2.66% 5
2025
Q3 		$5.6M Sell
9,100
-2,165
-19% -$1.31M 2.64% 5
2025
Q2 		$5.96M Sell
11,265
-25
-0.2% -$10.4K 3% 6
2025
Q1 		$3.45M Buy
11,290
+113
+1% +$39.4K 1.95% 15
2024
Q4 		$3.68M Sell
11,177
-687
-6% -$215K 2.09% 13
2024
Q3 		$3.03M Sell
11,864
-1,797
-13% -$345K 1.69% 26
2024
Q2 		$2.34M Buy
+13,661
New +$2.16M 1.39% 32

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

Summit Place Financial Advisors's GEV Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its GE Vernova (GEV) stake by 8.9% in Q2 2026, selling an estimated $763K and leaving 7,669 shares worth $9.01M. The position accounts for 3.95% of the portfolio, ranked #3.

Summit Place Financial Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Summit Place Financial Advisors held 7,669 shares of GE Vernova worth $9.01M as of Q2 2026.
  • Summit Place Financial Advisors sold 748 GE Vernova shares in Q2 2026, an estimated $763K.
  • GE Vernova made up 3.95% of Summit Place Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Summit Place Financial Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.