SWG
GEV icon

Summit Wealth Group’s GE Vernova GEV Stock Holding History

Summit Wealth 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 		$492K Hold
419
– – 0.1% 81
2026
Q1 		$366K Sell
419
-11
-3% -$8.58K 0.08% 85
2025
Q4 		$281K Buy
430
+23
+6% +$14K 0.07% 99
2025
Q3 		$250K Sell
407
-6
-1% -$3.63K 0.06% 102
2025
Q2 		$219K Buy
+413
New +$172K 0.06% 107

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's GEV Position: Q2 2026 in Review

Summit Wealth Group held its GE Vernova (GEV) position steady in Q2 2026 at 419 shares worth $492K. The position accounts for 0.1% of the portfolio, ranked #81.

Summit Wealth Group first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Summit Wealth Group held 419 shares of GE Vernova worth $492K as of Q2 2026.
  • Summit Wealth Group left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.1% of Summit Wealth Group's portfolio in Q2 2026, its #81 holding.
  • Summit Wealth Group first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.