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Adell Harriman & Carpenter’s GE Vernova GEV Stock Holding History

Adell Harriman & Carpenter’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 		$14.9M Buy
12,703
+3,218
+34% +$3.28M 0.76% 38
2026
Q1 		$8.28M Buy
9,485
+2,668
+39% +$2.08M 0.51% 44
2025
Q4 		$4.46M Buy
6,817
+5,663
+491% +$3.45M 0.27% 72
2025
Q3 		$710K Buy
+1,154
New +$699K 0.04% 111

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

Adell Harriman & Carpenter's GEV Position: Q2 2026 in Review

Adell Harriman & Carpenter increased its GE Vernova (GEV) stake by 34% in Q2 2026, buying an estimated $3.28M and bringing the position to 12,703 shares worth $14.9M. The position accounts for 0.76% of the portfolio, ranked #38.

Adell Harriman & Carpenter first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Adell Harriman & Carpenter held 12,703 shares of GE Vernova worth $14.9M as of Q2 2026.
  • Adell Harriman & Carpenter bought 3,218 GE Vernova shares in Q2 2026, an estimated $3.28M.
  • GE Vernova made up 0.76% of Adell Harriman & Carpenter's portfolio in Q2 2026, its #38 holding.
  • Adell Harriman & Carpenter first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q2 2026, filed 4 Aug 2026.