UF
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Univest Financial’s GE Vernova GEV Stock Holding History

Univest Financial’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 		$734K Sell
625
-40
-6% -$40.8K 0.04% 176
2026
Q1 		$580K Buy
665
+40
+6% +$31.2K 0.03% 184
2025
Q4 		$408K Buy
625
+158
+34% +$96.2K 0.02% 212
2025
Q3 		$287K Sell
467
-235
-33% -$142K 0.02% 231
2025
Q2 		$372K Sell
702
-24
-3% -$9.99K 0.02% 211
2025
Q1 		$222K Sell
726
-78
-10% -$27.2K 0.01% 257
2024
Q4 		$264K Buy
+804
New +$251K 0.02% 250

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

Univest Financial's GEV Position: Q2 2026 in Review

Univest Financial reduced its GE Vernova (GEV) stake by 6% in Q2 2026, selling an estimated $40.8K and leaving 625 shares worth $734K. The position accounts for 0.04% of the portfolio, ranked #176.

Univest Financial first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Univest Financial held 625 shares of GE Vernova worth $734K as of Q2 2026.
  • Univest Financial sold 40 GE Vernova shares in Q2 2026, an estimated $40.8K.
  • GE Vernova made up 0.04% of Univest Financial's portfolio in Q2 2026, its #176 holding.
  • Univest Financial first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.