Allegiance Financial Group Advisory Services’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.15M Buy
981
+21
+2% +$21.4K 0.2% 43
2026
Q1
$838K Buy
960
+34
+4% +$26.5K 0.17% 53
2025
Q4
$605K Buy
926
+150
+19% +$91.4K 0.13% 63
2025
Q3
$477K Sell
776
-15
-2% -$9.09K 0.11% 72
2025
Q2
$419K Sell
791
-339
-30% -$141K 0.11% 78
2025
Q1
$345K Buy
+1,130
New +$394K 0.1% 81

Other funds holding GEV

Allegiance Financial Group Advisory Services's GEV Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its GE Vernova (GEV) stake by 2.2% in Q2 2026, buying an estimated $21.4K and bringing the position to 981 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #43.

Allegiance Financial Group Advisory Services first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 981 shares of GE Vernova worth $1.15M as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 21 GE Vernova shares in Q2 2026, an estimated $21.4K.
  • GE Vernova made up 0.2% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #43 holding.
  • Allegiance Financial Group Advisory Services first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.