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Team Financial Group’s GE Vernova GEV Stock Holding History

Team Financial Group’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 		– Sell
-57
Closed -$49.8K – 268
2026
Q1 		$49.8K Hold
57
– – 0.02% 113
2025
Q4 		$37.3K Hold
57
– – 0.02% 117
2025
Q3 		$35K Sell
57
-15
-21% -$9.09K 0.02% 118
2025
Q2 		$38.1K Buy
+72
New +$30K 0.02% 103

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

Team Financial Group's GEV Position: Q2 2026 in Review

Team Financial Group sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 57 shares — an estimated $49.8K sold.

Team Financial Group first reported a position in GEV in Q2 2025 and held it in 4 quarters. The position peaked at $49.8K in Q1 2026. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Team Financial Group reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 57 GE Vernova shares in Q2 2026, an estimated $49.8K.
  • Team Financial Group first reported a position in GE Vernova in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's GE Vernova position peaked at $49.8K in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.