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Wealth Dimensions Group’s GE Vernova GEV Stock Holding History

Wealth Dimensions Group’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 		$2.12M Buy
1,802
+4
+0.2% +$4.08K 0.38% 37
2026
Q1 		$1.57M Sell
1,798
-97
-5% -$75.7K 0.31% 43
2025
Q4 		$1.24M Buy
1,895
+27
+1% +$16.4K 0.25% 51
2025
Q3 		$1.15M Buy
1,868
+23
+1% +$13.9K 0.24% 61
2025
Q2 		$976K Sell
1,845
-57
-3% -$23.7K 0.22% 64
2025
Q1 		$581K Buy
1,902
+299
+19% +$104K 0.14% 89
2024
Q4 		$527K Buy
1,603
+86
+6% +$26.9K 0.13% 85
2024
Q3 		$387K Sell
1,517
-69
-4% -$13.2K 0.1% 104
2024
Q2 		$272K Buy
+1,586
New +$251K 0.08% 119

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

Wealth Dimensions Group's GEV Position: Q2 2026 in Review

Wealth Dimensions Group increased its GE Vernova (GEV) stake by 0.22% in Q2 2026, buying an estimated $4.08K and bringing the position to 1,802 shares worth $2.12M. The position accounts for 0.38% of the portfolio, ranked #37.

Wealth Dimensions Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,435 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wealth Dimensions Group held 1,802 shares of GE Vernova worth $2.12M as of Q2 2026.
  • Wealth Dimensions Group bought 4 GE Vernova shares in Q2 2026, an estimated $4.08K.
  • GE Vernova made up 0.38% of Wealth Dimensions Group's portfolio in Q2 2026, its #37 holding.
  • Wealth Dimensions Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,435 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.