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Worthington Financial Partners’s GE Vernova GEV Stock Holding History

Worthington Financial Partners’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 		$228K Sell
194
-100
-34% -$102K 0.19% 98
2026
Q1 		$257K Buy
+294
New +$229K 0.22% 101

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

Worthington Financial Partners's GEV Position: Q2 2026 in Review

Worthington Financial Partners reduced its GE Vernova (GEV) stake by 34% in Q2 2026, selling an estimated $102K and leaving 194 shares worth $228K. The position accounts for 0.19% of the portfolio, ranked #98.

Worthington Financial Partners first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. The position peaked at $257K in Q1 2026. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Worthington Financial Partners held 194 shares of GE Vernova worth $228K as of Q2 2026.
  • Worthington Financial Partners sold 100 GE Vernova shares in Q2 2026, an estimated $102K.
  • GE Vernova made up 0.19% of Worthington Financial Partners's portfolio in Q2 2026, its #98 holding.
  • Worthington Financial Partners first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • Worthington Financial Partners's GE Vernova position peaked at $257K in Q1 2026.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.