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WFA of San Diego’s GE Vernova GEV Stock Holding History

WFA of San Diego’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 		$288K Sell
274
-65
-19% -$66.3K 0.24% 75
2026
Q1 		$296K Hold
339
– – 0.24% 69
2025
Q4 		$222K Hold
339
– – 0.16% 89
2025
Q3 		$208K Hold
339
– – 0.14% 97
2025
Q2 		$179K Buy
+339
New +$141K 0.13% 97
2024
Q3 		$75K Hold
294
– – 0.06% 150
2024
Q2 		$50.4K Buy
+294
New +$46.6K 0.05% 175

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 $3.38T AUM 44.17% 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

WFA of San Diego's GEV Position: Q2 2026 in Review

WFA of San Diego reduced its GE Vernova (GEV) stake by 19% in Q2 2026, selling an estimated $66.3K and leaving 274 shares worth $288K. The position accounts for 0.24% of the portfolio, ranked #75.

WFA of San Diego first reported a position in GEV in Q2 2024 and has held it in 7 quarters since. The position peaked at $296K in Q1 2026. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • WFA of San Diego held 274 shares of GE Vernova worth $288K as of Q2 2026.
  • WFA of San Diego sold 65 GE Vernova shares in Q2 2026, an estimated $66.3K.
  • GE Vernova made up 0.24% of WFA of San Diego's portfolio in Q2 2026, its #75 holding.
  • WFA of San Diego first reported a position in GE Vernova in Q2 2024 and has held it in 7 quarters since.
  • WFA of San Diego's GE Vernova position peaked at $296K in Q1 2026.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.