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Avior Wealth Management’s GE Vernova GEV Stock Holding History

Avior Wealth Management’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 		$5.85M Buy
4,983
+33
+0.7% +$33.7K 0.15% 126
2026
Q1 		$4.32M Buy
4,950
+279
+6% +$218K 0.12% 157
2025
Q4 		$3.05M Buy
4,671
+3,700
+381% +$2.25M 0.1% 158
2025
Q3 		$597K Buy
971
+80
+9% +$48.5K 0.02% 409
2025
Q2 		$472K Sell
891
-2,502
-74% -$1.04M 0.02% 446
2025
Q1 		$1.04M Buy
3,393
+1,016
+43% +$354K 0.04% 260
2024
Q4 		$782K Sell
2,377
-46
-2% -$14.4K 0.03% 336
2024
Q3 		$618K Buy
2,423
+89
+4% +$17.1K 0.02% 403
2024
Q2 		$400K Buy
+2,334
New +$370K 0.02% 494

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

Avior Wealth Management's GEV Position: Q2 2026 in Review

Avior Wealth Management increased its GE Vernova (GEV) stake by 0.67% in Q2 2026, buying an estimated $33.7K and bringing the position to 4,983 shares worth $5.85M. The position accounts for 0.15% of the portfolio, ranked #126.

Avior Wealth Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Avior Wealth Management held 4,983 shares of GE Vernova worth $5.85M as of Q2 2026.
  • Avior Wealth Management bought 33 GE Vernova shares in Q2 2026, an estimated $33.7K.
  • GE Vernova made up 0.15% of Avior Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Avior Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.