XF
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XML Financial’s GE Vernova GEV Stock Holding History

XML Financial’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 		$1.54M Sell
1,311
-207
-14% -$211K 0.11% 152
2026
Q1 		$1.33M Sell
1,518
-42
-3% -$32.8K 0.11% 163
2025
Q4 		$1.02M Buy
1,560
+380
+32% +$231K 0.08% 179
2025
Q3 		$726K Sell
1,180
-37
-3% -$22.4K 0.06% 212
2025
Q2 		$644K Buy
1,217
+35
+3% +$14.6K 0.06% 217
2025
Q1 		$361K Sell
1,182
-145
-11% -$50.6K 0.03% 267
2024
Q4 		$436K Hold
1,327
– – 0.04% 245
2024
Q3 		$338K Buy
1,327
+7
+0.5% +$1.34K 0.03% 276
2024
Q2 		$226K Buy
+1,320
New +$209K 0.02% 308

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

XML Financial's GEV Position: Q2 2026 in Review

XML Financial reduced its GE Vernova (GEV) stake by 14% in Q2 2026, selling an estimated $211K and leaving 1,311 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #152.

XML Financial 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.

  • XML Financial held 1,311 shares of GE Vernova worth $1.54M as of Q2 2026.
  • XML Financial sold 207 GE Vernova shares in Q2 2026, an estimated $211K.
  • GE Vernova made up 0.11% of XML Financial's portfolio in Q2 2026, its #152 holding.
  • XML Financial 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 XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.