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Summit Wealth Group (Colorado)’s GE Vernova GEV Stock Holding History

Summit Wealth Group (Colorado)’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 		$599K Buy
510
+67
+15% +$68.4K 0.05% 194
2026
Q1 		$387K Buy
+443
New +$346K 0.04% 213

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 Wealth Group (Colorado)'s GEV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its GE Vernova (GEV) stake by 15% in Q2 2026, buying an estimated $68.4K and bringing the position to 510 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #194.

Summit Wealth Group (Colorado) first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 510 shares of GE Vernova worth $599K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 67 GE Vernova shares in Q2 2026, an estimated $68.4K.
  • GE Vernova made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #194 holding.
  • Summit Wealth Group (Colorado) first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.