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Beacon Financial Advisory’s GE Vernova GEV Stock Holding History

Beacon Financial Advisory’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 		$605K Buy
515
+31
+6% +$31.6K 0.12% 210
2026
Q1 		$422K Buy
484
+40
+9% +$31.2K 0.1% 254
2025
Q4 		$290K Sell
444
-104
-19% -$63.3K 0.07% 304
2025
Q3 		$337K Sell
548
-71
-11% -$43K 0.08% 273
2025
Q2 		$328K Buy
+619
New +$258K 0.08% 260

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 $3.38T AUM 44.17% 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

Beacon Financial Advisory's GEV Position: Q2 2026 in Review

Beacon Financial Advisory increased its GE Vernova (GEV) stake by 6.4% in Q2 2026, buying an estimated $31.6K and bringing the position to 515 shares worth $605K. The position accounts for 0.12% of the portfolio, ranked #210.

Beacon Financial Advisory first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Beacon Financial Advisory held 515 shares of GE Vernova worth $605K as of Q2 2026.
  • Beacon Financial Advisory bought 31 GE Vernova shares in Q2 2026, an estimated $31.6K.
  • GE Vernova made up 0.12% of Beacon Financial Advisory's portfolio in Q2 2026, its #210 holding.
  • Beacon Financial Advisory first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.