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Walser Wealth Management’s GE Vernova GEV Stock Holding History

Walser 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 		$466K Sell
397
-114
-22% -$116K 0.19% 119
2026
Q1 		$446K Sell
511
-221
-30% -$172K 0.2% 90
2025
Q4 		$479K Buy
+732
New +$446K 0.25% 67

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

Walser Wealth Management's GEV Position: Q2 2026 in Review

Walser Wealth Management reduced its GE Vernova (GEV) stake by 22% in Q2 2026, selling an estimated $116K and leaving 397 shares worth $466K. The position accounts for 0.19% of the portfolio, ranked #119.

Walser Wealth Management first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $479K in Q4 2025. 3,420 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Walser Wealth Management held 397 shares of GE Vernova worth $466K as of Q2 2026.
  • Walser Wealth Management sold 114 GE Vernova shares in Q2 2026, an estimated $116K.
  • GE Vernova made up 0.19% of Walser Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Walser Wealth Management first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • Walser Wealth Management's GE Vernova position peaked at $479K in Q4 2025.
  • 3,420 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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