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Bragg Financial Advisors’s GE Vernova GEV Stock Holding History

Bragg 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
Q1 		$5.03M Sell
5,764
-182
-3% -$142K 0.16% 136
2025
Q4 		$3.89M Sell
5,946
-86
-1% -$52.4K 0.13% 148
2025
Q3 		$3.71M Sell
6,032
-272
-4% -$165K 0.12% 146
2025
Q2 		$3.34M Buy
6,304
+32
+0.5% +$13.3K 0.12% 152
2025
Q1 		$1.91M Sell
6,272
-487
-7% -$170K 0.08% 176
2024
Q4 		$2.22M Sell
6,759
-2,306
-25% -$721K 0.09% 167
2024
Q3 		$2.31M Sell
9,065
-2,988
-25% -$574K 0.1% 167
2024
Q2 		$2.07M Buy
+12,053
New +$1.91M 0.09% 167

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return