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Capital Advisors Wealth Management’s GE Vernova GEV Stock Holding History

Capital Advisors Wealth Management’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
Q3 		$1.07M Sell
1,130
-34
-3% -$33.7K 0.12% 95
2026
Q2 		$1.37M Buy
1,164
+154
+15% +$157K 0.16% 82
2026
Q1 		$881K Buy
1,010
+10
+1% +$7.8K 0.12% 95
2025
Q4 		$654K Buy
1,000
+22
+2% +$13.4K 0.09% 112
2025
Q3 		$602K Buy
978
+185
+23% +$112K 0.09% 112
2025
Q2 		$420K Hold
793
– – 0.07% 129
2025
Q1 		$242K Buy
793
+27
+4% +$9.41K 0.04% 160
2024
Q4 		$252K Buy
+766
New +$239K 0.04% 151

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Capital Advisors Wealth Management's GEV Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its GE Vernova (GEV) stake by 2.9% in Q3 2026, selling an estimated $33.7K and leaving 1,130 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #95.

Capital Advisors Wealth Management first reported a position in GEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q2 2026. 174 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Capital Advisors Wealth Management held 1,130 shares of GE Vernova worth $1.07M as of Q3 2026.
  • Capital Advisors Wealth Management sold 34 GE Vernova shares in Q3 2026, an estimated $33.7K.
  • GE Vernova made up 0.12% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Capital Advisors Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 8 quarters since.
  • Capital Advisors Wealth Management's GE Vernova position peaked at $1.37M in Q2 2026.
  • 174 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.