Summit Wealth & Retirement Planning’s GE Vernova GEV Stock Holding History

Summit Wealth & Retirement Planning’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	$201K	Buy	+171	New	+$175K	0.04%	111

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Wealth & Retirement Planning's GEV Position: Q2 2026 in Review

Summit Wealth & Retirement Planning opened a new position in GE Vernova (GEV) in Q2 2026: 171 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings.

3,427 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Summit Wealth & Retirement Planning held 171 shares of GE Vernova worth $201K as of Q2 2026.
GE Vernova was a new Summit Wealth & Retirement Planning position in Q2 2026.
GE Vernova made up 0.04% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #111 holding.
3,427 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.