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Advisor OS’s GE Vernova GEV Stock Holding History

Advisor OS’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 		$1.63M Sell
1,391
-263
-16% -$268K 0.11% 138
2026
Q1 		$1.44M Buy
1,654
+331
+25% +$258K 0.1% 141
2025
Q4 		$865K Sell
1,323
-92
-7% -$56K 0.07% 184
2025
Q3 		$870K Buy
1,415
+348
+33% +$211K 0.08% 173
2025
Q2 		$564K Sell
1,067
-104
-9% -$43.3K 0.06% 231
2025
Q1 		$358K Sell
1,171
-191
-14% -$66.6K 0.04% 289
2024
Q4 		$448K Buy
1,362
+288
+27% +$90K 0.05% 242
2024
Q3 		$274K Buy
+1,074
New +$206K 0.03% 338

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

Advisor OS's GEV Position: Q2 2026 in Review

Advisor OS reduced its GE Vernova (GEV) stake by 16% in Q2 2026, selling an estimated $268K and leaving 1,391 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #138.

Advisor OS first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Advisor OS held 1,391 shares of GE Vernova worth $1.63M as of Q2 2026.
  • Advisor OS sold 263 GE Vernova shares in Q2 2026, an estimated $268K.
  • GE Vernova made up 0.11% of Advisor OS's portfolio in Q2 2026, its #138 holding.
  • Advisor OS first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.