Wealthspan Partners’s GE Vernova GEV Stock Holding History

Wealthspan Partners’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	$425K	Buy	362 +125	+53%	+$128K	0.13%	89
2026 Q1	$207K	Buy	+237	New	+$185K	0.07%	121

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

Wealthspan Partners's GEV Position: Q2 2026 in Review

Wealthspan Partners increased its GE Vernova (GEV) stake by 53% in Q2 2026, buying an estimated $128K and bringing the position to 362 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #89.

Wealthspan Partners first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Wealthspan Partners held 362 shares of GE Vernova worth $425K as of Q2 2026.
Wealthspan Partners bought 125 GE Vernova shares in Q2 2026, an estimated $128K.
GE Vernova made up 0.13% of Wealthspan Partners's portfolio in Q2 2026, its #89 holding.
Wealthspan Partners first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.