Synergy Asset Management’s GE Vernova GEV Stock Holding History

Synergy Asset Management’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	$1.91M	Buy	1,623 +431	+36%	+$440K	0.18%	86
2026 Q1	$1.04M	Buy	1,192 +689	+137%	+$538K	0.11%	114
2025 Q4	$329K	Sell	503 -1,381	-73%	-$841K	0.03%	163
2025 Q3	$1.08M	Buy	1,884 +1,413	+300%	+$856K	0.04%	165
2025 Q2	$249K	Buy	+471	New	+$196K	0.03%	164
2025 Q1	–	Sell	-447	Closed	-$114K	–	898
2024 Q4	$114K	Buy	+447	New	+$140K	0.01%	225

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

Synergy Asset Management's GEV Position: Q2 2026 in Review

Synergy Asset Management increased its GE Vernova (GEV) stake by 36% in Q2 2026, buying an estimated $440K and bringing the position to 1,623 shares worth $1.91M. The position accounts for 0.18% of the portfolio, ranked #86.

Synergy Asset Management first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Synergy Asset Management held 1,623 shares of GE Vernova worth $1.91M as of Q2 2026.
Synergy Asset Management bought 431 GE Vernova shares in Q2 2026, an estimated $440K.
GE Vernova made up 0.18% of Synergy Asset Management's portfolio in Q2 2026, its #86 holding.
Synergy Asset Management first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.