ATC
GEV icon

Advantage Trust Company’s GE Vernova GEV Stock Holding History

Advantage Trust Company’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 		$88.1K Buy
+75
New +$76.5K 0.03% 92
2025
Q4 		– Sell
-75
Closed -$46.1K – 191
2025
Q3 		$46.1K Hold
75
– – 0.02% 113
2025
Q2 		$39.7K Buy
+75
New +$31.2K 0.02% 138

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

Advantage Trust Company's GEV Position: Q2 2026 in Review

Advantage Trust Company opened a new position in GE Vernova (GEV) in Q2 2026: 75 shares worth $88.1K. The stake represents 0.03% of the portfolio and ranks #92 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in GEV as recently as Q3 2025.

Advantage Trust Company first reported a position in GEV in Q2 2025 and has held it in 3 quarters since. 3,450 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Advantage Trust Company held 75 shares of GE Vernova worth $88.1K as of Q2 2026.
  • GE Vernova was a new Advantage Trust Company position in Q2 2026.
  • GE Vernova made up 0.03% of Advantage Trust Company's portfolio in Q2 2026, its #92 holding.
  • Advantage Trust Company first reported a position in GE Vernova in Q2 2025 and has held it in 3 quarters since.
  • 3,450 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.