AGH Wealth Advisors’s GE Vernova GEV Stock Holding History

AGH Wealth Advisors’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	$337K	Buy	287 +1	+0.3%	+$1.02K	0.21%	87
2026 Q1	$250K	Buy	+286	New	+$223K	0.18%	105

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

AGH Wealth Advisors's GEV Position: Q2 2026 in Review

AGH Wealth Advisors increased its GE Vernova (GEV) stake by 0.35% in Q2 2026, buying an estimated $1.02K and bringing the position to 287 shares worth $337K. The position accounts for 0.21% of the portfolio, ranked #87.

AGH Wealth Advisors first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

AGH Wealth Advisors held 287 shares of GE Vernova worth $337K as of Q2 2026.
AGH Wealth Advisors bought 1 GE Vernova share in Q2 2026, an estimated $1.02K.
GE Vernova made up 0.21% of AGH Wealth Advisors's portfolio in Q2 2026, its #87 holding.
AGH Wealth Advisors first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.