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Vaughan David Investments’s GE Vernova GEV Stock Holding History

Vaughan David Investments’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 		$666K Sell
567
-11
-2% -$11.2K 0.01% 169
2026
Q1 		$505K Sell
578
-1
-0.2% -$780 0.01% 175
2025
Q4 		$378K Hold
579
– – 0.01% 183
2025
Q3 		$356K Sell
579
-40
-6% -$24.2K 0.01% 180
2025
Q2 		$327K Buy
+619
New +$258K 0.01% 189

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

Vaughan David Investments's GEV Position: Q2 2026 in Review

Vaughan David Investments reduced its GE Vernova (GEV) stake by 1.9% in Q2 2026, selling an estimated $11.2K and leaving 567 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #169.

Vaughan David Investments first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Vaughan David Investments held 567 shares of GE Vernova worth $666K as of Q2 2026.
  • Vaughan David Investments sold 11 GE Vernova shares in Q2 2026, an estimated $11.2K.
  • GE Vernova made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #169 holding.
  • Vaughan David Investments first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.