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Aventura Private Wealth’s GE Vernova GEV Stock Holding History

Aventura Private Wealth’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 		$893K Buy
760
+163
+27% +$166K 0.27% 68
2026
Q1 		$521K Buy
597
+97
+19% +$75.7K 0.19% 89
2025
Q4 		$327K Buy
500
+8
+2% +$4.87K 0.12% 120
2025
Q3 		$303K Buy
492
+6
+1% +$3.63K 0.11% 131
2025
Q2 		$257K Buy
486
+267
+122% +$111K 0.11% 128
2025
Q1 		$66.9K Hold
219
– – 0.04% 230
2024
Q4 		$72K Buy
+219
New +$68.5K 0.04% 223

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

Aventura Private Wealth's GEV Position: Q2 2026 in Review

Aventura Private Wealth increased its GE Vernova (GEV) stake by 27% in Q2 2026, buying an estimated $166K and bringing the position to 760 shares worth $893K. The position accounts for 0.27% of the portfolio, ranked #68.

Aventura Private Wealth first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Aventura Private Wealth held 760 shares of GE Vernova worth $893K as of Q2 2026.
  • Aventura Private Wealth bought 163 GE Vernova shares in Q2 2026, an estimated $166K.
  • GE Vernova made up 0.27% of Aventura Private Wealth's portfolio in Q2 2026, its #68 holding.
  • Aventura Private Wealth first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.