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Concurrent Investment Advisors’s GE Vernova GEV Stock Holding History

Concurrent Investment 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 		$30.8M Buy
26,216
+5,037
+24% +$5.14M 0.26% 72
2026
Q1 		$18.5M Buy
21,179
+1,388
+7% +$1.08M 0.2% 110
2025
Q4 		$12.9M Buy
19,791
+11,427
+137% +$6.96M 0.15% 150
2025
Q3 		$5.14M Buy
8,364
+980
+13% +$594K 0.09% 233
2025
Q2 		$3.91M Buy
7,384
+1,375
+23% +$573K 0.08% 272
2025
Q1 		$1.83M Buy
6,009
+2,871
+91% +$1M 0.04% 382
2024
Q4 		$1.03M Buy
3,138
+72
+2% +$22.5K 0.03% 476
2024
Q3 		$782K Sell
3,066
-22
-0.7% -$4.22K 0.02% 524
2024
Q2 		$530K Buy
+3,088
New +$489K 0.02% 571

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's GEV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its GE Vernova (GEV) stake by 24% in Q2 2026, buying an estimated $5.14M and bringing the position to 26,216 shares worth $30.8M. The position accounts for 0.26% of the portfolio, ranked #72.

Concurrent Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Concurrent Investment Advisors held 26,216 shares of GE Vernova worth $30.8M as of Q2 2026.
  • Concurrent Investment Advisors bought 5,037 GE Vernova shares in Q2 2026, an estimated $5.14M.
  • GE Vernova made up 0.26% of Concurrent Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Concurrent Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.