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Wendell David Associates’s GE Vernova GEV Stock Holding History

Wendell David 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 		$658K Sell
560
-100
-15% -$102K 0.07% 108
2026
Q1 		$576K Hold
660
– – 0.06% 109
2025
Q4 		$431K Hold
660
– – 0.04% 122
2025
Q3 		$406K Sell
660
-6
-0.9% -$3.63K 0.04% 130
2025
Q2 		$352K Buy
+666
New +$277K 0.04% 135
2025
Q1 		– Sell
-618
Closed -$203K – 156
2024
Q4 		$203K Buy
+618
New +$193K 0.02% 153

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

Wendell David Associates's GEV Position: Q2 2026 in Review

Wendell David Associates reduced its GE Vernova (GEV) stake by 15% in Q2 2026, selling an estimated $102K and leaving 560 shares worth $658K. The position accounts for 0.07% of the portfolio, ranked #108.

Wendell David Associates first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wendell David Associates held 560 shares of GE Vernova worth $658K as of Q2 2026.
  • Wendell David Associates sold 100 GE Vernova shares in Q2 2026, an estimated $102K.
  • GE Vernova made up 0.07% of Wendell David Associates's portfolio in Q2 2026, its #108 holding.
  • Wendell David Associates first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.