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Valley Wealth Managers’s GE Vernova GEV Stock Holding History

Valley Wealth Managers’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 		$161K Hold
137
– – 0.01% 184
2026
Q1 		$120K Hold
137
– – 0.01% 182
2025
Q4 		$89.5K Hold
137
– – 0.01% 193
2025
Q3 		$84.2K Hold
137
– – 0.01% 187
2025
Q2 		$72.5K Sell
137
-2
-1% -$833 0.01% 184
2025
Q1 		$42.4K Buy
139
+137
+6,850% +$47.8K ﹤0.01% 212
2024
Q4 		$658 Sell
2
-31
-94% -$9.69K ﹤0.01% 371
2024
Q3 		$8.41K Buy
+33
New +$6.34K ﹤0.01% 301

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

Valley Wealth Managers's GEV Position: Q2 2026 in Review

Valley Wealth Managers held its GE Vernova (GEV) position steady in Q2 2026 at 137 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #184.

Valley Wealth Managers first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Valley Wealth Managers held 137 shares of GE Vernova worth $161K as of Q2 2026.
  • Valley Wealth Managers left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #184 holding.
  • Valley Wealth Managers first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.