Capital Advantage’s GE Vernova GEV Stock Holding History

Capital Advantage’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	$408K	Sell	347 -5	-1%	-$5.1K	0.05%	107
2026 Q1	$307K	Buy	352 +6	+2%	+$4.68K	0.04%	121
2025 Q4	$226K	Buy	+346	New	+$211K	0.03%	144

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

Capital Advantage's GEV Position: Q2 2026 in Review

Capital Advantage reduced its GE Vernova (GEV) stake by 1.4% in Q2 2026, selling an estimated $5.1K and leaving 347 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #107.

Capital Advantage first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,445 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Capital Advantage held 347 shares of GE Vernova worth $408K as of Q2 2026.
Capital Advantage sold 5 GE Vernova shares in Q2 2026, an estimated $5.1K.
GE Vernova made up 0.05% of Capital Advantage's portfolio in Q2 2026, its #107 holding.
Capital Advantage first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
3,445 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.