Consilium Wealth Advisory’s GE Vernova GEV Stock Holding History

Consilium Wealth 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	$3.13M	Sell	2,665 -715	-21%	-$730K	0.93%	28
2026 Q1	$2.95M	Buy	3,380 +308	+10%	+$240K	1.01%	26
2025 Q4	$2.01M	Buy	3,072 +128	+4%	+$78K	0.74%	28
2025 Q3	$1.81M	Sell	2,944 -242	-8%	-$147K	0.7%	28
2025 Q2	$1.69M	Sell	3,186 -55	-2%	-$22.9K	0.71%	27
2025 Q1	$989K	Sell	3,241 -2,120	-40%	-$739K	0.5%	41
2024 Q4	$1.76M	Sell	5,361 -36	-0.7%	-$11.3K	0.84%	29
2024 Q3	$1.38M	Buy	5,397 +2,429	+82%	+$466K	0.75%	31
2024 Q2	$509K	Buy	+2,968	New	+$470K	0.28%	55

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

Consilium Wealth Advisory's GEV Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its GE Vernova (GEV) stake by 21% in Q2 2026, selling an estimated $730K and leaving 2,665 shares worth $3.13M. The position accounts for 0.93% of the portfolio, ranked #28.

Consilium Wealth Advisory first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,455 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Consilium Wealth Advisory held 2,665 shares of GE Vernova worth $3.13M as of Q2 2026.
Consilium Wealth Advisory sold 715 GE Vernova shares in Q2 2026, an estimated $730K.
GE Vernova made up 0.93% of Consilium Wealth Advisory's portfolio in Q2 2026, its #28 holding.
Consilium Wealth Advisory first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,455 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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