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Wellington Shields & Co’s GE Vernova GEV Stock Holding History

Wellington Shields & Co’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 		$3.78M Buy
3,214
+480
+18% +$490K 0.85% 27
2026
Q1 		$2.39M Buy
2,734
+132
+5% +$103K 0.61% 41
2025
Q4 		$1.7M Buy
2,602
+434
+20% +$264K 0.42% 55
2025
Q3 		$1.33M Buy
2,168
+12
+0.6% +$7.27K 0.35% 69
2025
Q2 		$1.14M Buy
2,156
+123
+6% +$51.2K 0.32% 71
2025
Q1 		$621K Buy
2,033
+321
+19% +$112K 0.19% 116
2024
Q4 		$563K Sell
1,712
-95
-5% -$29.7K 0.17% 119
2024
Q3 		$461K Buy
1,807
+29
+2% +$5.57K 0.14% 132
2024
Q2 		$305K Buy
+1,778
New +$282K 0.1% 164

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

Wellington Shields & Co's GEV Position: Q2 2026 in Review

Wellington Shields & Co increased its GE Vernova (GEV) stake by 18% in Q2 2026, buying an estimated $490K and bringing the position to 3,214 shares worth $3.78M. The position accounts for 0.85% of the portfolio, ranked #27.

Wellington Shields & Co first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wellington Shields & Co held 3,214 shares of GE Vernova worth $3.78M as of Q2 2026.
  • Wellington Shields & Co bought 480 GE Vernova shares in Q2 2026, an estimated $490K.
  • GE Vernova made up 0.85% of Wellington Shields & Co's portfolio in Q2 2026, its #27 holding.
  • Wellington Shields & Co first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.