Advisory Resource Group’s GE Vernova GEV Stock Holding History

Advisory Resource Group’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	$445K	Sell	379 -39	-9%	-$39.8K	0.07%	142
2026 Q1	$365K	Buy	418 +2	+0.5%	+$1.56K	0.06%	141
2025 Q4	$272K	Sell	416 -2	-0.5%	-$1.22K	0.05%	151
2025 Q3	$257K	Sell	418 -13	-3%	-$7.88K	0.05%	155
2025 Q2	$228K	Buy	+431	New	+$179K	0.04%	162

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Advisory Resource Group's GEV Position: Q2 2026 in Review

Advisory Resource Group reduced its GE Vernova (GEV) stake by 9.3% in Q2 2026, selling an estimated $39.8K and leaving 379 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #142.

Advisory Resource Group first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Advisory Resource Group held 379 shares of GE Vernova worth $445K as of Q2 2026.
Advisory Resource Group sold 39 GE Vernova shares in Q2 2026, an estimated $39.8K.
GE Vernova made up 0.07% of Advisory Resource Group's portfolio in Q2 2026, its #142 holding.
Advisory Resource Group first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.