Capital Advisors Inc’s GE Vernova GEV Stock Holding History

Capital Advisors Inc’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	$101M	Sell	86,038 -1,330	-2%	-$1.36M	1.49%	19
2026 Q1	$76.3M	Buy	87,368 +858	+1%	+$669K	1.23%	22
2025 Q4	$56.5M	Buy	86,510 +372	+0.4%	+$227K	0.91%	40
2025 Q3	$53M	Sell	86,138 -35,370	-29%	-$21.4M	0.89%	43
2025 Q2	$64.3M	Buy	121,508 +968	+0.8%	+$403K	1.15%	24
2025 Q1	$36.8M	Sell	120,540 -48,788	-29%	-$17M	0.73%	55
2024 Q4	$55.7M	Sell	169,328 -43,053	-20%	-$13.5M	1.11%	25
2024 Q3	$54.2M	Buy	212,381 +4,238	+2%	+$814K	1.08%	31
2024 Q2	$35.7M	Buy	+208,143	New	+$33M	0.74%	53

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Capital Advisors Inc's GEV Position: Q2 2026 in Review

Capital Advisors Inc reduced its GE Vernova (GEV) stake by 1.5% in Q2 2026, selling an estimated $1.36M and leaving 86,038 shares worth $101M. The position accounts for 1.49% of the portfolio, ranked #19.

Capital Advisors Inc first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Capital Advisors Inc held 86,038 shares of GE Vernova worth $101M as of Q2 2026.
Capital Advisors Inc sold 1,330 GE Vernova shares in Q2 2026, an estimated $1.36M.
GE Vernova made up 1.49% of Capital Advisors Inc's portfolio in Q2 2026, its #19 holding.
Capital Advisors Inc first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.