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Beaumont Financial Advisors’s GE Vernova GEV Stock Holding History

Beaumont 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 		$965K Buy
821
+45
+6% +$45.9K 0.06% 174
2026
Q1 		$677K Buy
776
+46
+6% +$35.9K 0.05% 201
2025
Q4 		$477K Sell
730
-1
-0.1% -$609 0.03% 237
2025
Q3 		$449K Sell
731
-4
-0.5% -$2.42K 0.03% 252
2025
Q2 		$389K Sell
735
-154
-17% -$64.1K 0.03% 260
2025
Q1 		$271K Sell
889
-23
-3% -$8.02K 0.02% 305
2024
Q4 		$300K Buy
+912
New +$285K 0.02% 292

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

Beaumont Financial Advisors's GEV Position: Q2 2026 in Review

Beaumont Financial Advisors increased its GE Vernova (GEV) stake by 5.8% in Q2 2026, buying an estimated $45.9K and bringing the position to 821 shares worth $965K. The position accounts for 0.06% of the portfolio, ranked #174.

Beaumont Financial Advisors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Beaumont Financial Advisors held 821 shares of GE Vernova worth $965K as of Q2 2026.
  • Beaumont Financial Advisors bought 45 GE Vernova shares in Q2 2026, an estimated $45.9K.
  • GE Vernova made up 0.06% of Beaumont Financial Advisors's portfolio in Q2 2026, its #174 holding.
  • Beaumont Financial Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.