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Colonial Trust Advisors’s GE Vernova GEV Stock Holding History

Colonial Trust 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 		$1.67M Buy
1,423
+60
+4% +$61.2K 0.12% 103
2026
Q1 		$1.19M Buy
1,363
+12
+0.9% +$9.36K 0.09% 117
2025
Q4 		$883K Sell
1,351
-49
-4% -$29.8K 0.07% 126
2025
Q3 		$861K Buy
1,400
+132
+10% +$80K 0.07% 132
2025
Q2 		$671K Sell
1,268
-98
-7% -$40.8K 0.06% 133
2025
Q1 		$417K Buy
1,366
+69
+5% +$24.1K 0.04% 149
2024
Q4 		$427K Sell
1,297
-52
-4% -$16.3K 0.04% 151
2024
Q3 		$344K Buy
1,349
+10
+0.7% +$1.92K 0.03% 163
2024
Q2 		$230K Buy
+1,339
New +$212K 0.02% 174

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

Colonial Trust Advisors's GEV Position: Q2 2026 in Review

Colonial Trust Advisors increased its GE Vernova (GEV) stake by 4.4% in Q2 2026, buying an estimated $61.2K and bringing the position to 1,423 shares worth $1.67M. The position accounts for 0.12% of the portfolio, ranked #103.

Colonial Trust Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Colonial Trust Advisors held 1,423 shares of GE Vernova worth $1.67M as of Q2 2026.
  • Colonial Trust Advisors bought 60 GE Vernova shares in Q2 2026, an estimated $61.2K.
  • GE Vernova made up 0.12% of Colonial Trust Advisors's portfolio in Q2 2026, its #103 holding.
  • Colonial Trust Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.