WBI Investments’s GE Vernova GEV Stock Holding History

WBI 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	–	Sell	-1,210	Closed	-$1.06M	–	377
2026 Q1	$1.06M	Buy	+1,210	New	+$944K	0.29%	104
2025 Q4	–	Sell	-713	Closed	-$438K	–	398
2025 Q3	$438K	Buy	+713	New	+$432K	0.11%	208

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WBI Investments's GEV Position: Q2 2026 in Review

WBI Investments sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 1,210 shares — an estimated $1.06M sold.

WBI Investments first reported a position in GEV in Q3 2025 and held it in 2 quarters. The position peaked at $1.06M in Q1 2026. 3,454 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

WBI Investments reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
WBI Investments sold 1,210 GE Vernova shares in Q2 2026, an estimated $1.06M.
WBI Investments first reported a position in GE Vernova in Q3 2025 and held it in 2 quarters.
WBI Investments's GE Vernova position peaked at $1.06M in Q1 2026.
3,454 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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