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Summit Securities Group’s GE Vernova GEV Stock Holding History

Summit Securities Group’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 		$172K Buy
146
+102
+232% +$104K 0.02% 298
2026
Q1 		$38.4K Sell
44
-358
-89% -$279K ﹤0.01% 430
2025
Q4 		$263K Sell
402
-68
-14% -$41.4K 0.03% 284
2025
Q3 		$289K Buy
470
+286
+155% +$173K 0.06% 225
2025
Q2 		$97.4K Buy
+184
New +$76.6K 0.02% 370

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 Securities Group's GEV Position: Q2 2026 in Review

Summit Securities Group increased its GE Vernova (GEV) stake by 232% in Q2 2026, buying an estimated $104K and bringing the position to 146 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #298.

Summit Securities Group first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $289K in Q3 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Summit Securities Group held 146 shares of GE Vernova worth $172K as of Q2 2026.
  • Summit Securities Group bought 102 GE Vernova shares in Q2 2026, an estimated $104K.
  • GE Vernova made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #298 holding.
  • Summit Securities Group first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • Summit Securities Group's GE Vernova position peaked at $289K in Q3 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.