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Valley Brook Capital Group’s GE Vernova GEV Stock Holding History

Valley Brook Capital 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 		$1.3M Buy
1,108
+120
+12% +$122K 0.74% 39
2026
Q1 		$862K Buy
988
+88
+10% +$68.7K 0.58% 48
2025
Q4 		$588K Buy
900
+120
+15% +$73.1K 0.39% 58
2025
Q3 		$480K Buy
780
+28
+4% +$17K 0.32% 69
2025
Q2 		$398K Sell
752
-25
-3% -$10.4K 0.3% 78
2025
Q1 		$237K Buy
777
+38
+5% +$13.3K 0.19% 101
2024
Q4 		$243K Buy
+739
New +$231K 0.18% 102

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Valley Brook Capital Group's GEV Position: Q2 2026 in Review

Valley Brook Capital Group increased its GE Vernova (GEV) stake by 12% in Q2 2026, buying an estimated $122K and bringing the position to 1,108 shares worth $1.3M. The position accounts for 0.74% of the portfolio, ranked #39.

Valley Brook Capital Group first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 2,081 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Valley Brook Capital Group held 1,108 shares of GE Vernova worth $1.3M as of Q2 2026.
  • Valley Brook Capital Group bought 120 GE Vernova shares in Q2 2026, an estimated $122K.
  • GE Vernova made up 0.74% of Valley Brook Capital Group's portfolio in Q2 2026, its #39 holding.
  • Valley Brook Capital Group first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 2,081 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.