CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s GE Vernova GEV Stock Holding History

CAPTRUST Financial 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 		$168M Buy
143,057
+92,579
+183% +$94.5M 0.26% 71
2026
Q1 		$44.1M Buy
50,478
+21,763
+76% +$17M 0.08% 212
2025
Q4 		$18.8M Sell
28,715
-2,224
-7% -$1.35M 0.04% 348
2025
Q3 		$19M Buy
30,939
+2,043
+7% +$1.24M 0.04% 329
2025
Q2 		$15.3M Buy
28,896
+1,541
+6% +$642K 0.03% 367
2025
Q1 		$8.35M Buy
27,355
+7,754
+40% +$2.7M 0.02% 470
2024
Q4 		$6.45M Buy
19,601
+2,470
+14% +$772K 0.02% 470
2024
Q3 		$4.37M Buy
17,131
+805
+5% +$155K 0.01% 566
2024
Q2 		$2.8M Buy
+16,326
New +$2.59M 0.01% 683

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

CAPTRUST Financial Advisors's GEV Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its GE Vernova (GEV) stake by 183% in Q2 2026, buying an estimated $94.5M and bringing the position to 143,057 shares worth $168M. The position accounts for 0.26% of the portfolio, ranked #71.

CAPTRUST Financial Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • CAPTRUST Financial Advisors held 143,057 shares of GE Vernova worth $168M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 92,579 GE Vernova shares in Q2 2026, an estimated $94.5M.
  • GE Vernova made up 0.26% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • CAPTRUST Financial Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.