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Ullmann Wealth Partners Group’s GE Vernova GEV Stock Holding History

Ullmann Wealth Partners 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 		$511K Buy
435
+85
+24% +$86.8K 0.05% 112
2026
Q1 		$306K Buy
+350
New +$273K 0.03% 127
2025
Q4 		– Sell
-327
Closed -$201K – 156
2025
Q3 		$201K Buy
+327
New +$198K 0.02% 148

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

Ullmann Wealth Partners Group's GEV Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its GE Vernova (GEV) stake by 24% in Q2 2026, buying an estimated $86.8K and bringing the position to 435 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #112.

Ullmann Wealth Partners Group first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Ullmann Wealth Partners Group held 435 shares of GE Vernova worth $511K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 85 GE Vernova shares in Q2 2026, an estimated $86.8K.
  • GE Vernova made up 0.05% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #112 holding.
  • Ullmann Wealth Partners Group first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.