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Wealth Enhancement Trust Services’s GE Vernova GEV Stock Holding History

Wealth Enhancement Trust Services’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 		$1.64M Sell
1,397
-380
-21% -$388K 0.18% 109
2026
Q1 		$1.55M Sell
1,777
-84
-5% -$65.5K 0.19% 108
2025
Q4 		$1.22M Buy
+1,861
New +$1.13M 0.15% 119

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's GEV Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its GE Vernova (GEV) stake by 21% in Q2 2026, selling an estimated $388K and leaving 1,397 shares worth $1.64M. The position accounts for 0.18% of the portfolio, ranked #109.

Wealth Enhancement Trust Services first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 2,742 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,397 shares of GE Vernova worth $1.64M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 380 GE Vernova shares in Q2 2026, an estimated $388K.
  • GE Vernova made up 0.18% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #109 holding.
  • Wealth Enhancement Trust Services first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 2,742 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.