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Welch & Forbes’s GE Vernova GEV Stock Holding History

Welch & Forbes’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 		$12.5M Sell
10,672
-452
-4% -$461K 0.15% 95
2026
Q1 		$9.71M Buy
11,124
+124
+1% +$96.7K 0.13% 97
2025
Q4 		$7.19M Sell
11,000
-265
-2% -$161K 0.09% 112
2025
Q3 		$6.93M Sell
11,265
-48
-0.4% -$29.1K 0.08% 115
2025
Q2 		$5.99M Sell
11,313
-331
-3% -$138K 0.07% 117
2025
Q1 		$3.55M Buy
11,644
+80
+0.7% +$27.9K 0.05% 142
2024
Q4 		$3.8M Buy
11,564
+164
+1% +$51.3K 0.05% 143
2024
Q3 		$2.91M Sell
11,400
-563
-5% -$108K 0.04% 159
2024
Q2 		$2.07M Buy
+11,963
New +$1.9M 0.03% 181

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

Welch & Forbes's GEV Position: Q2 2026 in Review

Welch & Forbes reduced its GE Vernova (GEV) stake by 4.1% in Q2 2026, selling an estimated $461K and leaving 10,672 shares worth $12.5M. The position accounts for 0.15% of the portfolio, ranked #95.

Welch & Forbes first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Welch & Forbes held 10,672 shares of GE Vernova worth $12.5M as of Q2 2026.
  • Welch & Forbes sold 452 GE Vernova shares in Q2 2026, an estimated $461K.
  • GE Vernova made up 0.15% of Welch & Forbes's portfolio in Q2 2026, its #95 holding.
  • Welch & Forbes first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.