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TRB Wealth Management’s GE Vernova GEV Stock Holding History

TRB Wealth 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 		$882K Sell
751
-1,055
-58% -$1.08M 0.12% 100
2026
Q1 		$1.58M Buy
+1,806
New +$1.41M 0.22% 64

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

TRB Wealth Management's GEV Position: Q2 2026 in Review

TRB Wealth Management reduced its GE Vernova (GEV) stake by 58% in Q2 2026, selling an estimated $1.08M and leaving 751 shares worth $882K. The position accounts for 0.12% of the portfolio, ranked #100.

TRB Wealth Management first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.58M in Q1 2026. 3,419 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • TRB Wealth Management held 751 shares of GE Vernova worth $882K as of Q2 2026.
  • TRB Wealth Management sold 1,055 GE Vernova shares in Q2 2026, an estimated $1.08M.
  • GE Vernova made up 0.12% of TRB Wealth Management's portfolio in Q2 2026, its #100 holding.
  • TRB Wealth Management first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's GE Vernova position peaked at $1.58M in Q1 2026.
  • 3,419 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.