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WealthPlan Investment Management’s GE Vernova GEV Stock Holding History

WealthPlan Investment 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 		$6.5M Buy
5,531
+280
+5% +$286K 0.32% 76
2026
Q1 		$4.58M Sell
5,251
-52
-1% -$40.6K 0.26% 90
2025
Q4 		$3.47M Buy
5,303
+1,465
+38% +$892K 0.22% 105
2025
Q3 		$2.36M Buy
3,838
+2,855
+290% +$1.73M 0.16% 119
2025
Q2 		$520K Buy
983
+140
+17% +$58.3K 0.04% 235
2025
Q1 		$257K Sell
843
-7
-0.8% -$2.44K 0.03% 235
2024
Q4 		$280K Buy
850
+6
+0.7% +$1.88K 0.03% 226
2024
Q3 		$215K Buy
+844
New +$162K 0.02% 236

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

WealthPlan Investment Management's GEV Position: Q2 2026 in Review

WealthPlan Investment Management increased its GE Vernova (GEV) stake by 5.3% in Q2 2026, buying an estimated $286K and bringing the position to 5,531 shares worth $6.5M. The position accounts for 0.32% of the portfolio, ranked #76.

WealthPlan Investment Management first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • WealthPlan Investment Management held 5,531 shares of GE Vernova worth $6.5M as of Q2 2026.
  • WealthPlan Investment Management bought 280 GE Vernova shares in Q2 2026, an estimated $286K.
  • GE Vernova made up 0.32% of WealthPlan Investment Management's portfolio in Q2 2026, its #76 holding.
  • WealthPlan Investment Management first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.