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Whittier Trust’s GE Vernova GEV Stock Holding History

Whittier Trust’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 		$2.47M Sell
2,142
-68
-3% -$69.4K 0.02% 269
2026
Q1 		$1.98M Sell
2,210
-48
-2% -$37.4K 0.02% 266
2025
Q4 		$1.55M Buy
2,258
+80
+4% +$48.7K 0.02% 295
2025
Q3 		$1.3M Buy
2,178
+42
+2% +$25.4K 0.01% 314
2025
Q2 		$1.13M Hold
2,136
– – 0.01% 369
2025
Q1 		$652K Buy
2,136
+12
+0.6% +$4.18K 0.01% 442
2024
Q4 		$699K Buy
2,124
+18
+0.9% +$5.63K 0.01% 438
2024
Q3 		$537K Buy
2,106
+40
+2% +$7.68K 0.01% 491
2024
Q2 		$354K Buy
+2,066
New +$327K 0.01% 542

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

Whittier Trust's GEV Position: Q2 2026 in Review

Whittier Trust reduced its GE Vernova (GEV) stake by 3.1% in Q2 2026, selling an estimated $69.4K and leaving 2,142 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #269.

Whittier Trust first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Whittier Trust held 2,142 shares of GE Vernova worth $2.47M as of Q2 2026.
  • Whittier Trust sold 68 GE Vernova shares in Q2 2026, an estimated $69.4K.
  • GE Vernova made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #269 holding.
  • Whittier Trust first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.