Cooper/Haims Advisors’s GE Vernova GEV Stock Holding History

Cooper/Haims 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	$338K	Sell	288 -14	-5%	-$14.3K	0.15%	69
2026 Q1	$264K	Buy	+302	New	+$236K	0.12%	77

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

Cooper/Haims Advisors's GEV Position: Q2 2026 in Review

Cooper/Haims Advisors reduced its GE Vernova (GEV) stake by 4.6% in Q2 2026, selling an estimated $14.3K and leaving 288 shares worth $338K. The position accounts for 0.15% of the portfolio, ranked #69.

Cooper/Haims Advisors first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Cooper/Haims Advisors held 288 shares of GE Vernova worth $338K as of Q2 2026.
Cooper/Haims Advisors sold 14 GE Vernova shares in Q2 2026, an estimated $14.3K.
GE Vernova made up 0.15% of Cooper/Haims Advisors's portfolio in Q2 2026, its #69 holding.
Cooper/Haims Advisors first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.