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Swisher Financial Concepts’s GE Vernova GEV Stock Holding History

Swisher Financial Concepts’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 		$1.24M Sell
1,052
-301
-22% -$307K 0.78% 20
2026
Q1 		$1.18M Buy
1,353
+47
+4% +$36.7K 0.66% 25
2025
Q4 		$854K Buy
1,306
+42
+3% +$25.6K 0.48% 32
2025
Q3 		$777K Sell
1,264
-36
-3% -$21.8K 0.47% 33
2025
Q2 		$688K Buy
1,300
+516
+66% +$215K 0.44% 44
2025
Q1 		$239K Buy
+784
New +$273K 0.2% 70

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 $3.38T AUM 44.17% 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

Swisher Financial Concepts's GEV Position: Q2 2026 in Review

Swisher Financial Concepts reduced its GE Vernova (GEV) stake by 22% in Q2 2026, selling an estimated $307K and leaving 1,052 shares worth $1.24M. The position accounts for 0.78% of the portfolio, ranked #20.

Swisher Financial Concepts first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Swisher Financial Concepts held 1,052 shares of GE Vernova worth $1.24M as of Q2 2026.
  • Swisher Financial Concepts sold 301 GE Vernova shares in Q2 2026, an estimated $307K.
  • GE Vernova made up 0.78% of Swisher Financial Concepts's portfolio in Q2 2026, its #20 holding.
  • Swisher Financial Concepts first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.