Willner & Heller’s GE Vernova GEV Stock Holding History

Willner & Heller’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	$403K	Buy	343 +59	+21%	+$60.2K	0.25%	107
2026 Q1	$248K	Buy	+284	New	+$222K	0.18%	145

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

Willner & Heller's GEV Position: Q2 2026 in Review

Willner & Heller increased its GE Vernova (GEV) stake by 21% in Q2 2026, buying an estimated $60.2K and bringing the position to 343 shares worth $403K. The position accounts for 0.25% of the portfolio, ranked #107.

Willner & Heller first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Willner & Heller held 343 shares of GE Vernova worth $403K as of Q2 2026.
Willner & Heller bought 59 GE Vernova shares in Q2 2026, an estimated $60.2K.
GE Vernova made up 0.25% of Willner & Heller's portfolio in Q2 2026, its #107 holding.
Willner & Heller first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.