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Ballast Advisors’s GE Vernova GEV Stock Holding History

Ballast Advisors’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 		$511K Buy
435
+15
+4% +$15.3K 0.12% 81
2026
Q1 		$367K Buy
420
+15
+4% +$11.7K 0.11% 81
2025
Q4 		$265K Hold
405
– – 0.07% 100
2025
Q3 		$249K Hold
405
– – 0.07% 101
2025
Q2 		$214K Buy
+405
New +$169K 0.06% 105

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

Ballast Advisors's GEV Position: Q2 2026 in Review

Ballast Advisors increased its GE Vernova (GEV) stake by 3.6% in Q2 2026, buying an estimated $15.3K and bringing the position to 435 shares worth $511K. The position accounts for 0.12% of the portfolio, ranked #81.

Ballast Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Ballast Advisors held 435 shares of GE Vernova worth $511K as of Q2 2026.
  • Ballast Advisors bought 15 GE Vernova shares in Q2 2026, an estimated $15.3K.
  • GE Vernova made up 0.12% of Ballast Advisors's portfolio in Q2 2026, its #81 holding.
  • Ballast Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.