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Clearstead Advisors’s GE Vernova GEV Stock Holding History

Clearstead 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 		$15.3M Buy
13,050
+3,589
+38% +$3.66M 0.14% 125
2026
Q1 		$8.26M Sell
9,461
-525
-5% -$410K 0.08% 180
2025
Q4 		$6.53M Buy
9,986
+393
+4% +$239K 0.08% 172
2025
Q3 		$5.9M Buy
9,593
+20
+0.2% +$12.1K 0.08% 181
2025
Q2 		$5.07M Buy
9,573
+3,038
+46% +$1.26M 0.07% 197
2025
Q1 		$2M Buy
6,535
+124
+2% +$43.2K 0.03% 301
2024
Q4 		$2.11M Buy
6,411
+164
+3% +$51.3K 0.03% 286
2024
Q3 		$1.59M Buy
6,247
+2,040
+48% +$392K 0.02% 336
2024
Q2 		$722K Buy
4,207
+1,978
+89% +$313K 0.01% 465
2024
Q1 		$360K Buy
+2,229
New +$299K 0.02% 365

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

Clearstead Advisors's GEV Position: Q2 2026 in Review

Clearstead Advisors increased its GE Vernova (GEV) stake by 38% in Q2 2026, buying an estimated $3.66M and bringing the position to 13,050 shares worth $15.3M. The position accounts for 0.14% of the portfolio, ranked #125.

Clearstead Advisors first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Clearstead Advisors held 13,050 shares of GE Vernova worth $15.3M as of Q2 2026.
  • Clearstead Advisors bought 3,589 GE Vernova shares in Q2 2026, an estimated $3.66M.
  • GE Vernova made up 0.14% of Clearstead Advisors's portfolio in Q2 2026, its #125 holding.
  • Clearstead Advisors first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.