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Wealth Management Associates’s GE Vernova GEV Stock Holding History

Wealth Management Associates’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 		$1.45M Sell
1,235
-45
-4% -$45.9K 0.4% 50
2026
Q1 		$1.12M Sell
1,280
-5
-0.4% -$3.9K 0.39% 60
2025
Q4 		$840K Sell
1,285
-10
-0.8% -$6.09K 0.29% 67
2025
Q3 		$797K Buy
1,295
+45
+4% +$27.3K 0.28% 68
2025
Q2 		$662K Buy
1,250
+233
+23% +$97K 0.26% 78
2025
Q1 		$310K Buy
1,017
+11
+1% +$3.84K 0.13% 152
2024
Q4 		$331K Sell
1,006
-137
-12% -$42.8K 0.14% 143
2024
Q3 		$291K Sell
1,143
-74
-6% -$14.2K 0.13% 160
2024
Q2 		$209K Hold
1,217
– – 0.1% 187
2024
Q1 		$209K Buy
+1,217
New +$163K 0.1% 187

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 Management Associates's GEV Position: Q2 2026 in Review

Wealth Management Associates reduced its GE Vernova (GEV) stake by 3.5% in Q2 2026, selling an estimated $45.9K and leaving 1,235 shares worth $1.45M. The position accounts for 0.4% of the portfolio, ranked #50.

Wealth Management Associates first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wealth Management Associates held 1,235 shares of GE Vernova worth $1.45M as of Q2 2026.
  • Wealth Management Associates sold 45 GE Vernova shares in Q2 2026, an estimated $45.9K.
  • GE Vernova made up 0.4% of Wealth Management Associates's portfolio in Q2 2026, its #50 holding.
  • Wealth Management Associates first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.