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Synergy Investment Management’s GE Vernova GEV Stock Holding History

Synergy Investment 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 		$124K Buy
135
+118
+694% +$120K 0.03% 230
2026
Q1 		$14.8K Buy
+17
New +$13.3K ﹤0.01% 451
2025
Q2 		– Sell
-10
Closed -$3.05K – 591
2025
Q1 		$3.05K Hold
10
– – ﹤0.01% 505
2024
Q4 		$3.29K Buy
+10
New +$3.13K ﹤0.01% 520

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

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

Synergy Investment Management increased its GE Vernova (GEV) stake by 694% in Q2 2026, buying an estimated $120K and bringing the position to 135 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #230.

Synergy Investment Management first reported a position in GEV in Q4 2024 and has held it in 4 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Synergy Investment Management held 135 shares of GE Vernova worth $124K as of Q2 2026.
  • Synergy Investment Management bought 118 GE Vernova shares in Q2 2026, an estimated $120K.
  • GE Vernova made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #230 holding.
  • Synergy Investment Management first reported a position in GE Vernova in Q4 2024 and has held it in 4 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.