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Capital Performance Advisors’s GE Vernova GEV Stock Holding History

Capital Performance Advisors’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 		$781K Sell
665
-824
-55% -$841K 0.05% 124
2026
Q1 		$1.3M Buy
1,489
+128
+9% +$99.9K 0.09% 101
2025
Q4 		$890K Buy
1,361
+374
+38% +$228K 0.06% 129
2025
Q3 		$607K Buy
987
+16
+2% +$9.69K 0.1% 108
2025
Q2 		$514K Buy
971
+85
+10% +$35.4K 0.1% 105
2025
Q1 		$270K Buy
+886
New +$309K 0.06% 175
2024
Q4 		– Sell
-345
Closed -$88K – 2797
2024
Q3 		$88K Buy
+345
New +$66.2K 0.03% 225

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 Performance Advisors's GEV Position: Q2 2026 in Review

Capital Performance Advisors reduced its GE Vernova (GEV) stake by 55% in Q2 2026, selling an estimated $841K and leaving 665 shares worth $781K. The position accounts for 0.05% of the portfolio, ranked #124.

Capital Performance Advisors first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Capital Performance Advisors held 665 shares of GE Vernova worth $781K as of Q2 2026.
  • Capital Performance Advisors sold 824 GE Vernova shares in Q2 2026, an estimated $841K.
  • GE Vernova made up 0.05% of Capital Performance Advisors's portfolio in Q2 2026, its #124 holding.
  • Capital Performance Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's GE Vernova position peaked at $1.3M in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.