AdviceOne Advisory Services’s GE Vernova GEV Stock Holding History

AdviceOne Advisory Services’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	$933K	Buy	794 +5	+0.6%	+$5.1K	0.53%	11
2026 Q1	$689K	Buy	789 +11	+1%	+$8.58K	0.42%	14
2025 Q4	$508K	Sell	778 -4	-0.5%	-$2.44K	0.3%	16
2025 Q3	$481K	Buy	782 +1	+0.1%	+$606	0.32%	19
2025 Q2	$413K	Hold	781	–	–	0.31%	19
2025 Q1	$238K	Buy	781 +58	+8%	+$20.2K	0.19%	26
2024 Q4	$238K	Buy	+723	New	+$226K	0.21%	27

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AdviceOne Advisory Services's GEV Position: Q2 2026 in Review

AdviceOne Advisory Services increased its GE Vernova (GEV) stake by 0.63% in Q2 2026, buying an estimated $5.1K and bringing the position to 794 shares worth $933K. The position accounts for 0.53% of the portfolio, ranked #11.

AdviceOne Advisory Services first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

AdviceOne Advisory Services held 794 shares of GE Vernova worth $933K as of Q2 2026.
AdviceOne Advisory Services bought 5 GE Vernova shares in Q2 2026, an estimated $5.1K.
GE Vernova made up 0.53% of AdviceOne Advisory Services's portfolio in Q2 2026, its #11 holding.
AdviceOne Advisory Services first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.