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Crestwood Advisors Group’s GE Vernova GEV Stock Holding History

Crestwood Advisors Group’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 		$13.5M Buy
11,468
+2,439
+27% +$2.49M 0.2% 92
2026
Q1 		$7.88M Buy
9,029
+4,676
+107% +$3.65M 0.13% 120
2025
Q4 		$2.85M Buy
4,353
+522
+14% +$318K 0.05% 183
2025
Q3 		$2.36M Buy
3,831
+122
+3% +$73.9K 0.04% 197
2025
Q2 		$1.96M Buy
3,709
+387
+12% +$161K 0.04% 211
2025
Q1 		$1.01M Buy
3,322
+925
+39% +$323K 0.02% 270
2024
Q4 		$788K Sell
2,397
-68
-3% -$21.3K 0.01% 259
2024
Q3 		$629K Sell
2,465
-149
-6% -$28.6K 0.01% 269
2024
Q2 		$448K Buy
+2,614
New +$414K 0.01% 291

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

Crestwood Advisors Group's GEV Position: Q2 2026 in Review

Crestwood Advisors Group increased its GE Vernova (GEV) stake by 27% in Q2 2026, buying an estimated $2.49M and bringing the position to 11,468 shares worth $13.5M. The position accounts for 0.2% of the portfolio, ranked #92.

Crestwood Advisors Group 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.

  • Crestwood Advisors Group held 11,468 shares of GE Vernova worth $13.5M as of Q2 2026.
  • Crestwood Advisors Group bought 2,439 GE Vernova shares in Q2 2026, an estimated $2.49M.
  • GE Vernova made up 0.2% of Crestwood Advisors Group's portfolio in Q2 2026, its #92 holding.
  • Crestwood Advisors Group 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 Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.