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Cape Investment Advisory’s GE Vernova GEV Stock Holding History

Cape Investment Advisory’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 		$627K Sell
533
-101
-16% -$103K 0.17% 109
2026
Q1 		$553K Buy
634
+94
+17% +$73.3K 0.18% 111
2025
Q4 		$332K Buy
540
+519
+2,471% +$316K 0.1% 150
2025
Q3 		$12.9K Sell
21
-589
-97% -$357K 0.01% 365
2025
Q2 		$323K Sell
610
-61
-9% -$25.4K 0.12% 134
2025
Q1 		$205K Buy
671
+376
+127% +$131K 0.08% 175
2024
Q4 		$97K Buy
295
+12
+4% +$3.75K 0.04% 245
2024
Q3 		$72.2K Buy
283
+20
+8% +$3.84K 0.03% 277
2024
Q2 		$45.1K Buy
+263
New +$41.7K 0.02% 309

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

Cape Investment Advisory's GEV Position: Q2 2026 in Review

Cape Investment Advisory reduced its GE Vernova (GEV) stake by 16% in Q2 2026, selling an estimated $103K and leaving 533 shares worth $627K. The position accounts for 0.17% of the portfolio, ranked #109.

Cape Investment Advisory 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.

  • Cape Investment Advisory held 533 shares of GE Vernova worth $627K as of Q2 2026.
  • Cape Investment Advisory sold 101 GE Vernova shares in Q2 2026, an estimated $103K.
  • GE Vernova made up 0.17% of Cape Investment Advisory's portfolio in Q2 2026, its #109 holding.
  • Cape Investment Advisory 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 Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.