Whitaker-Myers Wealth Managers’s GE Vernova GEV Stock Holding History

Whitaker-Myers Wealth Managers’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	$2.68M	Sell	2,283 -76	-3%	-$77.6K	0.45%	31
2026 Q1	$2.06M	Sell	2,359 -206	-8%	-$161K	0.41%	43
2025 Q4	$1.68M	Buy	+2,565	New	+$1.56M	0.35%	40
2025 Q3	–	Sell	-1,207	Closed	-$639K	–	140
2025 Q2	$639K	Sell	1,207 -59	-5%	-$24.6K	0.16%	65
2025 Q1	$386K	Buy	+1,266	New	+$441K	0.11%	83

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Whitaker-Myers Wealth Managers's GEV Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its GE Vernova (GEV) stake by 3.2% in Q2 2026, selling an estimated $77.6K and leaving 2,283 shares worth $2.68M. The position accounts for 0.45% of the portfolio, ranked #31.

Whitaker-Myers Wealth Managers first reported a position in GEV in Q1 2025 and has held it in 5 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Whitaker-Myers Wealth Managers held 2,283 shares of GE Vernova worth $2.68M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 76 GE Vernova shares in Q2 2026, an estimated $77.6K.
GE Vernova made up 0.45% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #31 holding.
Whitaker-Myers Wealth Managers first reported a position in GE Vernova in Q1 2025 and has held it in 5 quarters since.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.