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Walled Lake Planning & Wealth Management’s GE Vernova GEV Stock Holding History

Walled Lake Planning & Wealth Management’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 		$364K Buy
309
+65
+27% +$66.3K 0.09% 99
2026
Q1 		$213K Buy
+244
New +$190K 0.06% 125

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

Walled Lake Planning & Wealth Management's GEV Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its GE Vernova (GEV) stake by 27% in Q2 2026, buying an estimated $66.3K and bringing the position to 309 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #99.

Walled Lake Planning & Wealth Management first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 309 shares of GE Vernova worth $364K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 65 GE Vernova shares in Q2 2026, an estimated $66.3K.
  • GE Vernova made up 0.09% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Walled Lake Planning & Wealth Management first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.