Bell & Brown Wealth Advisors’s GE Vernova GEV Stock Holding History

Bell & Brown 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	$715K	Buy	609 +3	+0.5%	+$3.06K	0.22%	60
2026 Q1	$529K	Sell	606 -156	-20%	-$122K	0.17%	60
2025 Q4	$498K	Sell	762 -45	-6%	-$27.4K	0.16%	60
2025 Q3	$496K	Sell	807 -10	-1%	-$6.06K	0.16%	59
2025 Q2	$432K	Buy	817 +15	+2%	+$6.25K	0.15%	60
2025 Q1	$245K	Sell	802 -25	-3%	-$8.72K	0.1%	64
2024 Q4	$272K	Buy	827 +35	+4%	+$10.9K	0.1%	62
2024 Q3	$202K	Buy	+792	New	+$152K	0.08%	69

Other funds holding GEV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bell & Brown Wealth Advisors's GEV Position: Q2 2026 in Review

Bell & Brown Wealth Advisors increased its GE Vernova (GEV) stake by 0.5% in Q2 2026, buying an estimated $3.06K and bringing the position to 609 shares worth $715K. The position accounts for 0.22% of the portfolio, ranked #60.

Bell & Brown Wealth Advisors first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Bell & Brown Wealth Advisors held 609 shares of GE Vernova worth $715K as of Q2 2026.
Bell & Brown Wealth Advisors bought 3 GE Vernova shares in Q2 2026, an estimated $3.06K.
GE Vernova made up 0.22% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Bell & Brown Wealth Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.