ZF
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Zhang Financial’s GE Vernova GEV Stock Holding History

Zhang 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 		$867K Buy
738
+236
+47% +$241K 0.03% 212
2026
Q1 		$438K Sell
502
-4
-0.8% -$3.12K 0.02% 263
2025
Q4 		$331K Buy
506
+23
+5% +$14K 0.01% 258
2025
Q3 		$297K Buy
483
+50
+12% +$30.3K 0.01% 266
2025
Q2 		$229K Buy
+433
New +$180K 0.01% 271

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

Zhang Financial's GEV Position: Q2 2026 in Review

Zhang Financial increased its GE Vernova (GEV) stake by 47% in Q2 2026, buying an estimated $241K and bringing the position to 738 shares worth $867K. The position accounts for 0.03% of the portfolio, ranked #212.

Zhang Financial first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Zhang Financial held 738 shares of GE Vernova worth $867K as of Q2 2026.
  • Zhang Financial bought 236 GE Vernova shares in Q2 2026, an estimated $241K.
  • GE Vernova made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #212 holding.
  • Zhang Financial first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.