Avondale Wealth Management’s GE Vernova GEV Stock Holding History

Avondale 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	$599K	Buy	510 +85	+20%	+$86.8K	0.24%	39
2026 Q1	$371K	Buy	425 +50	+13%	+$39K	0.18%	51
2025 Q4	$245K	Hold	375	–	–	0.13%	55
2025 Q3	$231K	Hold	375	–	–	0.12%	55
2025 Q2	$198K	Hold	375	–	–	0.11%	56
2025 Q1	$114K	Hold	375	–	–	0.07%	60
2024 Q4	$123K	Hold	375	–	–	0.08%	59
2024 Q3	$95.6K	Hold	375	–	–	0.06%	62
2024 Q2	$64.3K	Buy	+375	New	+$59.4K	0.04%	82

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Avondale Wealth Management increased its GE Vernova (GEV) stake by 20% in Q2 2026, buying an estimated $86.8K and bringing the position to 510 shares worth $599K. The position accounts for 0.24% of the portfolio, ranked #39.

Avondale 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.

Avondale Wealth Management held 510 shares of GE Vernova worth $599K as of Q2 2026.
Avondale Wealth Management bought 85 GE Vernova shares in Q2 2026, an estimated $86.8K.
GE Vernova made up 0.24% of Avondale Wealth Management's portfolio in Q2 2026, its #39 holding.
Avondale 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 Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.