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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
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

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

Capital Advisors Wealth Management's GEV Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its GE Vernova (GEV) stake by 15% in Q2 2026, buying an estimated $157K and bringing the position to 1,164 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #82.

Capital Advisors Wealth Management first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Capital Advisors Wealth Management held 1,164 shares of GE Vernova worth $1.37M as of Q2 2026.
  • Capital Advisors Wealth Management bought 154 GE Vernova shares in Q2 2026, an estimated $157K.
  • GE Vernova made up 0.16% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Capital Advisors Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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