TriaGen Wealth Management’s GE Vernova GEV Stock Holding History

TriaGen 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	$590K	Sell	502 -8	-2%	-$8.16K	0.15%	119
2026 Q1	$445K	Sell	510 -71	-12%	-$55.4K	0.12%	124
2025 Q4	$380K	Hold	581	–	–	0.1%	136
2025 Q3	$357K	Sell	581 -4	-0.7%	-$2.42K	0.09%	147
2025 Q2	$310K	Sell	585 -5,851	-91%	-$2.44M	0.09%	146
2025 Q1	$1.96M	Buy	6,436 +5,064	+369%	+$1.77M	0.69%	42
2024 Q4	$451K	Buy	1,372 +20	+1%	+$6.25K	0.15%	109
2024 Q3	$345K	Buy	1,352 +128	+10%	+$24.6K	0.12%	132
2024 Q2	$210K	Buy	+1,224	New	+$194K	0.08%	155

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

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

TriaGen Wealth Management reduced its GE Vernova (GEV) stake by 1.6% in Q2 2026, selling an estimated $8.16K and leaving 502 shares worth $590K. The position accounts for 0.15% of the portfolio, ranked #119.

TriaGen Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q1 2025. 3,455 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

TriaGen Wealth Management held 502 shares of GE Vernova worth $590K as of Q2 2026.
TriaGen Wealth Management sold 8 GE Vernova shares in Q2 2026, an estimated $8.16K.
GE Vernova made up 0.15% of TriaGen Wealth Management's portfolio in Q2 2026, its #119 holding.
TriaGen Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
TriaGen Wealth Management's GE Vernova position peaked at $1.96M in Q1 2025.
3,455 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.