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Beacon Pointe Advisors’s GE Vernova GEV Stock Holding History

Beacon Pointe 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 		$17M Buy
14,515
+130
+0.9% +$133K 0.08% 232
2026
Q1 		$12.6M Buy
14,385
+4,178
+41% +$3.26M 0.07% 263
2025
Q4 		$6.67M Buy
10,207
+762
+8% +$464K 0.05% 324
2025
Q3 		$5.81M Sell
9,445
-257
-3% -$156K 0.05% 320
2025
Q2 		$5.13M Sell
9,702
-948
-9% -$395K 0.05% 303
2025
Q1 		$3.25M Sell
10,650
-378
-3% -$132K 0.04% 369
2024
Q4 		$3.63M Sell
11,028
-8
-0.1% -$2.5K 0.04% 339
2024
Q3 		$2.81M Sell
11,036
-648
-6% -$124K 0.03% 401
2024
Q2 		$2M Buy
+11,684
New +$1.85M 0.02% 479

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

Beacon Pointe Advisors's GEV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its GE Vernova (GEV) stake by 0.9% in Q2 2026, buying an estimated $133K and bringing the position to 14,515 shares worth $17M. The position accounts for 0.08% of the portfolio, ranked #232.

Beacon Pointe Advisors 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.

  • Beacon Pointe Advisors held 14,515 shares of GE Vernova worth $17M as of Q2 2026.
  • Beacon Pointe Advisors bought 130 GE Vernova shares in Q2 2026, an estimated $133K.
  • GE Vernova made up 0.08% of Beacon Pointe Advisors's portfolio in Q2 2026, its #232 holding.
  • Beacon Pointe Advisors 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.