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Summitry LLC’s GE Vernova GEV Stock Holding History

Summitry LLC’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 		$396K Buy
337
+23
+7% +$23.5K 0.01% 191
2026
Q1 		$274K Sell
314
-7
-2% -$5.46K 0.01% 226
2025
Q4 		$210K Sell
321
-332
-51% -$202K 0.01% 237
2025
Q3 		$402K Buy
+653
New +$396K 0.02% 125

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

Summitry LLC's GEV Position: Q2 2026 in Review

Summitry LLC increased its GE Vernova (GEV) stake by 7.3% in Q2 2026, buying an estimated $23.5K and bringing the position to 337 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #191.

Summitry LLC first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q3 2025. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Summitry LLC held 337 shares of GE Vernova worth $396K as of Q2 2026.
  • Summitry LLC bought 23 GE Vernova shares in Q2 2026, an estimated $23.5K.
  • GE Vernova made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #191 holding.
  • Summitry LLC first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • Summitry LLC's GE Vernova position peaked at $402K in Q3 2025.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.