AWE
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Avidian Wealth Enterprises’s GE Vernova GEV Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.55M Buy
1,634
+155
+10% +$154K 0.04% 254
2026
Q2 		$1.74M Buy
1,479
+97
+7% +$99K 0.05% 237
2026
Q1 		$1.21M Buy
1,382
+457
+49% +$357K 0.04% 266
2025
Q4 		$604K Buy
925
+65
+8% +$39.6K 0.02% 336
2025
Q3 		$529K Buy
860
+85
+11% +$51.5K 0.02% 359
2025
Q2 		$410K Buy
775
+8
+1% +$3.33K 0.02% 381
2025
Q1 		$234K Buy
767
+146
+24% +$50.9K 0.01% 473
2024
Q4 		$204K Buy
+621
New +$194K 0.01% 485

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Avidian Wealth Enterprises's GEV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its GE Vernova (GEV) stake by 10% in Q3 2026, buying an estimated $154K and bringing the position to 1,634 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #254.

Avidian Wealth Enterprises first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q2 2026. 174 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Avidian Wealth Enterprises held 1,634 shares of GE Vernova worth $1.55M as of Q3 2026.
  • Avidian Wealth Enterprises bought 155 GE Vernova shares in Q3 2026, an estimated $154K.
  • GE Vernova made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #254 holding.
  • Avidian Wealth Enterprises first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
  • Avidian Wealth Enterprises's GE Vernova position peaked at $1.74M in Q2 2026.
  • 174 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.