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Addison Advisors’s GE Vernova GEV Stock Holding History

Addison 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 		$514K Sell
437
-1,240
-74% -$1.27M 0.24% 72
2026
Q1 		$1.46M Buy
1,677
+274
+20% +$214K 0.32% 62
2025
Q4 		$917K Sell
1,403
-8
-0.6% -$4.87K 0.21% 82
2025
Q3 		$868K Sell
1,411
-74
-5% -$44.8K 0.2% 88
2025
Q2 		$786K Buy
1,485
+239
+19% +$99.5K 0.2% 93
2025
Q1 		$380K Buy
1,246
+51
+4% +$17.8K 0.1% 131
2024
Q4 		$393K Sell
1,195
-7
-0.6% -$2.19K 0.11% 125
2024
Q3 		$306K Buy
1,202
+666
+124% +$128K 0.09% 159
2024
Q2 		$91.9K Buy
+536
New +$84.9K 0.03% 300

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

Addison Advisors's GEV Position: Q2 2026 in Review

Addison Advisors reduced its GE Vernova (GEV) stake by 74% in Q2 2026, selling an estimated $1.27M and leaving 437 shares worth $514K. The position accounts for 0.24% of the portfolio, ranked #72.

Addison Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q1 2026. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Addison Advisors held 437 shares of GE Vernova worth $514K as of Q2 2026.
  • Addison Advisors sold 1,240 GE Vernova shares in Q2 2026, an estimated $1.27M.
  • GE Vernova made up 0.24% of Addison Advisors's portfolio in Q2 2026, its #72 holding.
  • Addison Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Addison Advisors's GE Vernova position peaked at $1.46M in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.