VWS
GEV icon

Virtus Wealth Solutions’s GE Vernova GEV Stock Holding History

Virtus Wealth Solutions’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 		$20.3M Sell
17,291
-9,130
-35% -$9.32M 2.76% 14
2026
Q1 		$23.1M Buy
26,421
+25,884
+4,820% +$20.2M 4.39% 7
2025
Q4 		$351K Sell
537
-32,000
-98% -$19.5M 0.07% 47
2025
Q3 		$20M Buy
32,537
+30,172
+1,276% +$18.3M 3.85% 7
2025
Q2 		$1.25M Buy
+2,365
New +$985K 0.26% 30

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

Virtus Wealth Solutions's GEV Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its GE Vernova (GEV) stake by 35% in Q2 2026, selling an estimated $9.32M and leaving 17,291 shares worth $20.3M. The position accounts for 2.76% of the portfolio, ranked #14.

Virtus Wealth Solutions first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.1M in Q1 2026. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Virtus Wealth Solutions held 17,291 shares of GE Vernova worth $20.3M as of Q2 2026.
  • Virtus Wealth Solutions sold 9,130 GE Vernova shares in Q2 2026, an estimated $9.32M.
  • GE Vernova made up 2.76% of Virtus Wealth Solutions's portfolio in Q2 2026, its #14 holding.
  • Virtus Wealth Solutions first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • Virtus Wealth Solutions's GE Vernova position peaked at $23.1M in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.