Avantax 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
2025
Q2
$4.84M Buy
9,155
+953
+12% +$397K 0.03% 456
2025
Q1
$2.5M Buy
8,202
+769
+10% +$268K 0.02% 654
2024
Q4
$2.44M Buy
7,433
+153
+2% +$47.8K 0.02% 624
2024
Q3
$1.86M Buy
7,280
+1,011
+16% +$194K 0.01% 737
2024
Q2
$1.08M Buy
+6,269
New +$993K 0.01% 940

Other funds holding GEV

Avantax Advisory Services's GEV Position: Q2 2025 in Review

Avantax Advisory Services increased its GE Vernova (GEV) stake by 12% in Q2 2025, buying an estimated $397K and bringing the position to 9,155 shares worth $4.84M. The position accounts for 0.03% of the portfolio, ranked #456.

Avantax Advisory Services first reported a position in GEV in Q2 2024 and has held it in 5 quarters since. 2,386 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

  • Avantax Advisory Services held 9,155 shares of GE Vernova worth $4.84M as of Q2 2025.
  • Avantax Advisory Services bought 953 GE Vernova shares in Q2 2025, an estimated $397K.
  • GE Vernova made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #456 holding.
  • Avantax Advisory Services first reported a position in GE Vernova in Q2 2024 and has held it in 5 quarters since.
  • 2,386 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.