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United Financial Planning Group’s GE Vernova GEV Stock Holding History

United Financial Planning 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 		$12.9K Sell
11
-2
-15% -$2.04K 0.01% 216
2026
Q1 		$11.3K Hold
13
– – 0.01% 196
2025
Q4 		$8.5K Buy
13
+6
+86% +$3.65K 0.01% 221
2025
Q3 		$4.3K Buy
+7
New +$4.24K ﹤0.01% 182

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

United Financial Planning Group's GEV Position: Q2 2026 in Review

United Financial Planning Group reduced its GE Vernova (GEV) stake by 15% in Q2 2026, selling an estimated $2.04K and leaving 11 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #216.

United Financial Planning Group first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • United Financial Planning Group held 11 shares of GE Vernova worth $12.9K as of Q2 2026.
  • United Financial Planning Group sold 2 GE Vernova shares in Q2 2026, an estimated $2.04K.
  • GE Vernova made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #216 holding.
  • United Financial Planning Group first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.