Apriem Advisors’s GE Vernova GEV Stock Holding History

Apriem 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	$1.2M	Sell	1,019 -1,000	-50%	-$1.02M	0.1%	89
2026 Q1	$1.76M	Sell	2,019 -105	-5%	-$81.9K	0.17%	70
2025 Q4	$1.39M	Buy	2,124 +14	+0.7%	+$8.53K	0.13%	78
2025 Q3	$1.3M	Sell	2,110 -16	-0.8%	-$9.69K	0.12%	81
2025 Q2	$1.12M	Buy	2,126 +130	+7%	+$54.1K	0.12%	82
2025 Q1	$609K	Buy	1,996 +1,020	+105%	+$356K	0.07%	96
2024 Q4	$321K	Sell	976 -77	-7%	-$24.1K	0.04%	137
2024 Q3	$268K	Buy	+1,053	New	+$202K	0.03%	143

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

Apriem Advisors's GEV Position: Q2 2026 in Review

Apriem Advisors reduced its GE Vernova (GEV) stake by 50% in Q2 2026, selling an estimated $1.02M and leaving 1,019 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #89.

Apriem Advisors first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q1 2026. 3,454 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Apriem Advisors held 1,019 shares of GE Vernova worth $1.2M as of Q2 2026.
Apriem Advisors sold 1,000 GE Vernova shares in Q2 2026, an estimated $1.02M.
GE Vernova made up 0.1% of Apriem Advisors's portfolio in Q2 2026, its #89 holding.
Apriem Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
Apriem Advisors's GE Vernova position peaked at $1.76M in Q1 2026.
3,454 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.