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TritonPoint Wealth’s GE Vernova GEV Stock Holding History

TritonPoint Wealth’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 		$6.16M Sell
5,244
-114
-2% -$116K 0.61% 42
2026
Q1 		$4.68M Buy
5,358
+418
+8% +$326K 0.5% 50
2025
Q4 		$3.23M Buy
4,940
+3,946
+397% +$2.4M 0.33% 73
2025
Q3 		$611K Buy
994
+17
+2% +$10.3K 0.05% 201
2025
Q2 		$517K Buy
977
+256
+36% +$107K 0.05% 208
2025
Q1 		$220K Buy
721
+94
+15% +$32.8K 0.02% 325
2024
Q4 		$206K Buy
+627
New +$196K 0.02% 325

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

TritonPoint Wealth's GEV Position: Q2 2026 in Review

TritonPoint Wealth reduced its GE Vernova (GEV) stake by 2.1% in Q2 2026, selling an estimated $116K and leaving 5,244 shares worth $6.16M. The position accounts for 0.61% of the portfolio, ranked #42.

TritonPoint Wealth first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,457 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • TritonPoint Wealth held 5,244 shares of GE Vernova worth $6.16M as of Q2 2026.
  • TritonPoint Wealth sold 114 GE Vernova shares in Q2 2026, an estimated $116K.
  • GE Vernova made up 0.61% of TritonPoint Wealth's portfolio in Q2 2026, its #42 holding.
  • TritonPoint Wealth first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,457 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.