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Williams Jones Wealth Management’s GE Vernova GEV Stock Holding History

Williams Jones Wealth Management’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 		$16.1M Buy
13,664
+1,354
+11% +$1.38M 0.18% 79
2026
Q1 		$10.7M Buy
12,310
+150
+1% +$117K 0.13% 94
2025
Q4 		$7.95M Sell
12,160
-139
-1% -$84.7K 0.09% 106
2025
Q3 		$7.56M Sell
12,299
-267
-2% -$162K 0.09% 111
2025
Q2 		$6.65M Buy
12,566
+882
+8% +$367K 0.08% 118
2025
Q1 		$3.57M Buy
11,684
+4
+0% +$1.4K 0.05% 150
2024
Q4 		$3.84M Sell
11,680
-31
-0.3% -$9.69K 0.05% 150
2024
Q3 		$2.99M Buy
11,711
+761
+7% +$146K 0.04% 168
2024
Q2 		$1.88M Buy
+10,950
New +$1.74M 0.02% 200

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Williams Jones Wealth Management's GEV Position: Q2 2026 in Review

Williams Jones Wealth Management increased its GE Vernova (GEV) stake by 11% in Q2 2026, buying an estimated $1.38M and bringing the position to 13,664 shares worth $16.1M. The position accounts for 0.18% of the portfolio, ranked #79.

Williams Jones Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,945 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Williams Jones Wealth Management held 13,664 shares of GE Vernova worth $16.1M as of Q2 2026.
  • Williams Jones Wealth Management bought 1,354 GE Vernova shares in Q2 2026, an estimated $1.38M.
  • GE Vernova made up 0.18% of Williams Jones Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Williams Jones Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 1,945 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.