Capital Asset Advisory Services’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$481K Buy
409
+43
+12% +$43.9K 0.02% 207
2026
Q1
$363K Sell
366
-16
-4% -$12.5K 0.01% 218
2025
Q4
$262K Buy
382
+32
+9% +$19.5K 0.01% 252
2025
Q3
$215K Buy
+350
New +$212K 0.01% 263

Other funds holding GEV

Capital Asset Advisory Services's GEV Position: Q2 2026 in Review

Capital Asset Advisory Services increased its GE Vernova (GEV) stake by 12% in Q2 2026, buying an estimated $43.9K and bringing the position to 409 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #207.

Capital Asset Advisory Services first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Capital Asset Advisory Services held 409 shares of GE Vernova worth $481K as of Q2 2026.
  • Capital Asset Advisory Services bought 43 GE Vernova shares in Q2 2026, an estimated $43.9K.
  • GE Vernova made up 0.02% of Capital Asset Advisory Services's portfolio in Q2 2026, its #207 holding.
  • Capital Asset Advisory Services first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.