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Arkadios Wealth Advisors’s GE Vernova GEV Stock Holding History

Arkadios 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 		$11.6M Buy
9,881
+772
+8% +$788K 0.18% 125
2026
Q1 		$7.95M Buy
9,109
+347
+4% +$271K 0.13% 183
2025
Q4 		$5.73M Buy
8,762
+581
+7% +$354K 0.11% 198
2025
Q3 		$5.03M Buy
8,181
+1,854
+29% +$1.12M 0.12% 191
2025
Q2 		$3.35M Buy
6,327
+3,845
+155% +$1.6M 0.1% 222
2025
Q1 		$758K Buy
2,482
+470
+23% +$164K 0.03% 556
2024
Q4 		$662K Sell
2,012
-16,564
-89% -$5.18M 0.04% 443
2024
Q3 		$4.74M Buy
18,576
+17,227
+1,277% +$3.31M 0.27% 82
2024
Q2 		$231K Buy
+1,349
New +$214K 0.02% 721

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

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

Arkadios Wealth Advisors increased its GE Vernova (GEV) stake by 8.5% in Q2 2026, buying an estimated $788K and bringing the position to 9,881 shares worth $11.6M. The position accounts for 0.18% of the portfolio, ranked #125.

Arkadios Wealth 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.

  • Arkadios Wealth Advisors held 9,881 shares of GE Vernova worth $11.6M as of Q2 2026.
  • Arkadios Wealth Advisors bought 772 GE Vernova shares in Q2 2026, an estimated $788K.
  • GE Vernova made up 0.18% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Arkadios Wealth 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.