AGWCA
GEV icon

Annis Gardner Whiting Capital Advisors’s GE Vernova GEV Stock Holding History

Annis Gardner Whiting Capital 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 		$2.37M Buy
2,020
+39
+2% +$39.8K 0.36% 46
2026
Q1 		$1.73M Buy
1,981
+188
+10% +$147K 0.28% 57
2025
Q4 		$1.17M Buy
1,793
+177
+11% +$108K 0.22% 87
2025
Q3 		$994K Sell
1,616
-103
-6% -$62.4K 0.2% 91
2025
Q2 		$910K Sell
1,719
-141
-8% -$58.7K 0.31% 67
2025
Q1 		$568K Sell
1,860
-36
-2% -$12.6K 0.24% 86
2024
Q4 		$624K Sell
1,896
-150
-7% -$46.9K 0.17% 107
2024
Q3 		$522K Sell
2,046
-327
-14% -$62.8K 0.15% 124
2024
Q2 		$407K Buy
+2,373
New +$376K 0.12% 153

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

Annis Gardner Whiting Capital Advisors's GEV Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its GE Vernova (GEV) stake by 2% in Q2 2026, buying an estimated $39.8K and bringing the position to 2,020 shares worth $2.37M. The position accounts for 0.36% of the portfolio, ranked #46.

Annis Gardner Whiting Capital Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 2,020 shares of GE Vernova worth $2.37M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 39 GE Vernova shares in Q2 2026, an estimated $39.8K.
  • GE Vernova made up 0.36% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #46 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.