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Wharton Business Group’s GE Vernova GEV Stock Holding History

Wharton Business Group’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 		$1.17M Sell
1,000
-135
-12% -$138K 0.04% 80
2026
Q1 		$991K Hold
1,135
– – 0.04% 83
2025
Q4 		$742K Hold
1,135
– – 0.03% 88
2025
Q3 		$698K Hold
1,135
– – 0.03% 93
2025
Q2 		$601K Sell
1,135
-3
-0.3% -$1.25K 0.03% 95
2025
Q1 		$347K Buy
+1,138
New +$397K 0.02% 110

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

Wharton Business Group's GEV Position: Q2 2026 in Review

Wharton Business Group reduced its GE Vernova (GEV) stake by 12% in Q2 2026, selling an estimated $138K and leaving 1,000 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #80.

Wharton Business Group first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wharton Business Group held 1,000 shares of GE Vernova worth $1.17M as of Q2 2026.
  • Wharton Business Group sold 135 GE Vernova shares in Q2 2026, an estimated $138K.
  • GE Vernova made up 0.04% of Wharton Business Group's portfolio in Q2 2026, its #80 holding.
  • Wharton Business Group first reported a position in GE Vernova in Q1 2025 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 Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.