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AA Financial Advisors’s GE Vernova GEV Stock Holding History

AA Financial 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 		$1.21M Buy
1,030
+182
+21% +$186K 0.15% 101
2026
Q1 		$740K Buy
848
+86
+11% +$67.1K 0.1% 125
2025
Q4 		$498K Buy
762
+54
+8% +$32.9K 0.09% 126
2025
Q3 		$435K Sell
708
-260
-27% -$158K 0.09% 124
2025
Q2 		$512K Buy
+968
New +$403K 0.11% 110

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

AA Financial Advisors's GEV Position: Q2 2026 in Review

AA Financial Advisors increased its GE Vernova (GEV) stake by 21% in Q2 2026, buying an estimated $186K and bringing the position to 1,030 shares worth $1.21M. The position accounts for 0.15% of the portfolio, ranked #101.

AA Financial Advisors 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.

  • AA Financial Advisors held 1,030 shares of GE Vernova worth $1.21M as of Q2 2026.
  • AA Financial Advisors bought 182 GE Vernova shares in Q2 2026, an estimated $186K.
  • GE Vernova made up 0.15% of AA Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • AA Financial Advisors 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 AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.