180 Wealth Advisors’s GE Vernova GEV Stock Holding History

180 Wealth Advisors’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	$4.18M	Buy	3,555 +49	+1%	+$50K	0.42%	61
2026 Q1	$3.06M	Buy	3,506 +97	+3%	+$75.7K	0.35%	73
2025 Q4	$2.23M	Buy	3,409 +473	+16%	+$288K	0.25%	93
2025 Q3	$1.81M	Sell	2,936 -87	-3%	-$52.7K	0.22%	109
2025 Q2	$1.6M	Buy	3,023 +1,263	+72%	+$526K	0.22%	107
2025 Q1	$537K	Buy	1,760 +150	+9%	+$52.3K	0.09%	217
2024 Q4	$530K	Buy	1,610 +9	+0.6%	+$2.81K	0.08%	218
2024 Q3	$408K	Sell	1,601 -46	-3%	-$8.83K	0.06%	262
2024 Q2	$291K	Buy	+1,647	New	+$261K	0.05%	327

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

180 Wealth Advisors's GEV Position: Q2 2026 in Review

180 Wealth Advisors increased its GE Vernova (GEV) stake by 1.4% in Q2 2026, buying an estimated $50K and bringing the position to 3,555 shares worth $4.18M. The position accounts for 0.42% of the portfolio, ranked #61.

180 Wealth Advisors 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.

180 Wealth Advisors held 3,555 shares of GE Vernova worth $4.18M as of Q2 2026.
180 Wealth Advisors bought 49 GE Vernova shares in Q2 2026, an estimated $50K.
GE Vernova made up 0.42% of 180 Wealth Advisors's portfolio in Q2 2026, its #61 holding.
180 Wealth Advisors 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 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.