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Waldron Private Wealth’s GE Vernova GEV Stock Holding History

Waldron Private Wealth’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 		$1.19M Buy
1,014
+16
+2% +$16.3K 0.04% 132
2026
Q1 		$871K Buy
998
+60
+6% +$46.8K 0.03% 158
2025
Q4 		$613K Buy
938
+6
+0.6% +$3.65K 0.02% 186
2025
Q3 		$573K Buy
932
+109
+13% +$66K 0.02% 189
2025
Q2 		$435K Sell
823
-10
-1% -$4.16K 0.02% 205
2025
Q1 		$254K Sell
833
-1,044
-56% -$364K 0.01% 266
2024
Q4 		$617K Buy
1,877
+63
+3% +$19.7K 0.02% 224
2024
Q3 		$463K Buy
1,814
+13
+0.7% +$2.5K 0.02% 259
2024
Q2 		$309K Buy
+1,801
New +$285K 0.01% 307

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

Waldron Private Wealth's GEV Position: Q2 2026 in Review

Waldron Private Wealth increased its GE Vernova (GEV) stake by 1.6% in Q2 2026, buying an estimated $16.3K and bringing the position to 1,014 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #132.

Waldron Private Wealth first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Waldron Private Wealth held 1,014 shares of GE Vernova worth $1.19M as of Q2 2026.
  • Waldron Private Wealth bought 16 GE Vernova shares in Q2 2026, an estimated $16.3K.
  • GE Vernova made up 0.04% of Waldron Private Wealth's portfolio in Q2 2026, its #132 holding.
  • Waldron Private Wealth first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.