CM Wealth Advisors’s GE Vernova GEV Stock Holding History

CM Wealth 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	$296K	Hold	252	–	–	0.05%	147
2026 Q1	$220K	Buy	+252	New	+$197K	0.05%	136

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CM Wealth Advisors's GEV Position: Q2 2026 in Review

CM Wealth Advisors held its GE Vernova (GEV) position steady in Q2 2026 at 252 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #147.

CM Wealth Advisors first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

CM Wealth Advisors held 252 shares of GE Vernova worth $296K as of Q2 2026.
CM Wealth Advisors left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #147 holding.
CM Wealth Advisors first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.