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Baltimore-Washington Financial Advisors’s GE Vernova GEV Stock Holding History

Baltimore-Washington Financial 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 		$726K Sell
618
-69
-10% -$70.4K 0.03% 110
2026
Q1 		$600K Buy
687
+69
+11% +$53.8K 0.03% 108
2025
Q4 		$404K Buy
618
+8
+1% +$4.87K 0.02% 134
2025
Q3 		$375K Sell
610
-183
-23% -$111K 0.02% 132
2025
Q2 		$420K Buy
+793
New +$330K 0.02% 119

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

Baltimore-Washington Financial Advisors's GEV Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its GE Vernova (GEV) stake by 10% in Q2 2026, selling an estimated $70.4K and leaving 618 shares worth $726K. The position accounts for 0.03% of the portfolio, ranked #110.

Baltimore-Washington Financial 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.

  • Baltimore-Washington Financial Advisors held 618 shares of GE Vernova worth $726K as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 69 GE Vernova shares in Q2 2026, an estimated $70.4K.
  • GE Vernova made up 0.03% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Baltimore-Washington Financial 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 Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.