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Xcel Wealth Management’s GE Vernova GEV Stock Holding History

Xcel 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 		$4.84M Sell
4,116
-175
-4% -$179K 1.15% 27
2026
Q1 		$3.75M Sell
4,291
-483
-10% -$377K 1.04% 24
2025
Q4 		$3.12M Buy
4,774
+3,088
+183% +$1.88M 0.79% 31
2025
Q3 		$1.04M Sell
1,686
-8
-0.5% -$4.85K 0.27% 67
2025
Q2 		$896K Buy
1,694
+2
+0.1% +$833 0.26% 69
2025
Q1 		$517K Hold
1,692
– – 0.16% 89
2024
Q4 		$557K Hold
1,692
– – 0.15% 83
2024
Q3 		$431K Sell
1,692
-18
-1% -$3.46K 0.13% 90
2024
Q2 		$293K Buy
+1,710
New +$271K 0.09% 104

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

Xcel Wealth Management's GEV Position: Q2 2026 in Review

Xcel Wealth Management reduced its GE Vernova (GEV) stake by 4.1% in Q2 2026, selling an estimated $179K and leaving 4,116 shares worth $4.84M. The position accounts for 1.15% of the portfolio, ranked #27.

Xcel Wealth Management 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.

  • Xcel Wealth Management held 4,116 shares of GE Vernova worth $4.84M as of Q2 2026.
  • Xcel Wealth Management sold 175 GE Vernova shares in Q2 2026, an estimated $179K.
  • GE Vernova made up 1.15% of Xcel Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Xcel Wealth Management 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 Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.