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Advyzon Investment Management’s GE Vernova GEV Stock Holding History

Advyzon Investment Management’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 		$1.74M Sell
1,483
-184
-11% -$188K 0.13% 160
2026
Q1 		$1.46M Buy
1,667
+320
+24% +$250K 0.13% 159
2025
Q4 		$880K Buy
1,347
+857
+175% +$522K 0.1% 201
2025
Q3 		$301K Buy
490
+109
+29% +$66K 0.05% 327
2025
Q2 		$202K Buy
+381
New +$159K 0.04% 372

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

Advyzon Investment Management's GEV Position: Q2 2026 in Review

Advyzon Investment Management reduced its GE Vernova (GEV) stake by 11% in Q2 2026, selling an estimated $188K and leaving 1,483 shares worth $1.74M. The position accounts for 0.13% of the portfolio, ranked #160.

Advyzon Investment Management 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.

  • Advyzon Investment Management held 1,483 shares of GE Vernova worth $1.74M as of Q2 2026.
  • Advyzon Investment Management sold 184 GE Vernova shares in Q2 2026, an estimated $188K.
  • GE Vernova made up 0.13% of Advyzon Investment Management's portfolio in Q2 2026, its #160 holding.
  • Advyzon Investment Management 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 Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.