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Avantax Planning Partners’s GE Vernova GEV Stock Holding History

Avantax Planning Partners’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 		$1.97M Buy
1,679
+143
+9% +$146K 0.05% 143
2026
Q1 		$1.34M Buy
1,536
+987
+180% +$770K 0.04% 166
2025
Q4 		$359K Buy
549
+18
+3% +$11K 0.01% 324
2025
Q3 		$327K Sell
531
-3
-0.6% -$1.82K 0.01% 336
2025
Q2 		$283K Buy
+534
New +$222K 0.01% 360

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

Avantax Planning Partners's GEV Position: Q2 2026 in Review

Avantax Planning Partners increased its GE Vernova (GEV) stake by 9.3% in Q2 2026, buying an estimated $146K and bringing the position to 1,679 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #143.

Avantax Planning Partners first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Avantax Planning Partners held 1,679 shares of GE Vernova worth $1.97M as of Q2 2026.
  • Avantax Planning Partners bought 143 GE Vernova shares in Q2 2026, an estimated $146K.
  • GE Vernova made up 0.05% of Avantax Planning Partners's portfolio in Q2 2026, its #143 holding.
  • Avantax Planning Partners first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.