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Carson Advisory’s GE Vernova GEV Stock Holding History

Carson Advisory’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 		$808K Sell
688
-78
-10% -$79.6K 0.37% 61
2026
Q1 		$669K Sell
766
-36
-4% -$28.1K 0.35% 68
2025
Q4 		$524K Buy
802
+177
+28% +$108K 0.27% 82
2025
Q3 		$384K Sell
625
-30
-5% -$18.2K 0.21% 102
2025
Q2 		$347K Buy
+655
New +$273K 0.22% 109
2025
Q1 		– Sell
-862
Closed -$284K – 173
2024
Q4 		$284K Sell
862
-145
-14% -$45.3K 0.2% 124
2024
Q3 		$257K Buy
+1,007
New +$193K 0.16% 145

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

Carson Advisory's GEV Position: Q2 2026 in Review

Carson Advisory reduced its GE Vernova (GEV) stake by 10% in Q2 2026, selling an estimated $79.6K and leaving 688 shares worth $808K. The position accounts for 0.37% of the portfolio, ranked #61.

Carson Advisory first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Carson Advisory held 688 shares of GE Vernova worth $808K as of Q2 2026.
  • Carson Advisory sold 78 GE Vernova shares in Q2 2026, an estimated $79.6K.
  • GE Vernova made up 0.37% of Carson Advisory's portfolio in Q2 2026, its #61 holding.
  • Carson Advisory first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.