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
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

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

Avidian Wealth Enterprises's GEV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its GE Vernova (GEV) stake by 7% in Q2 2026, buying an estimated $99K and bringing the position to 1,479 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #237.

Avidian Wealth Enterprises 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.

  • Avidian Wealth Enterprises held 1,479 shares of GE Vernova worth $1.74M as of Q2 2026.
  • Avidian Wealth Enterprises bought 97 GE Vernova shares in Q2 2026, an estimated $99K.
  • GE Vernova made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #237 holding.
  • Avidian Wealth Enterprises 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 Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.