Beacon Harbor Wealth Advisors’s GE Vernova GEV Stock Holding History

Beacon Harbor Wealth 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	$341K	Hold	344	–	–	0.07%	62
2026 Q1	$300K	Hold	344	–	–	0.06%	62
2025 Q4	$225K	Hold	344	–	–	0.05%	67
2025 Q3	$212K	Sell	344 -78	-18%	-$47.3K	0.05%	67
2025 Q2	$223K	Buy	+422	New	+$176K	0.06%	68

Other funds holding GEV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Beacon Harbor Wealth Advisors's GEV Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors held its GE Vernova (GEV) position steady in Q2 2026 at 344 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #62.

Beacon Harbor Wealth Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,144 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Beacon Harbor Wealth Advisors held 344 shares of GE Vernova worth $341K as of Q2 2026.
Beacon Harbor Wealth Advisors left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.07% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Beacon Harbor Wealth Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
3,144 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.