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CWC Advisors’s GE Vernova GEV Stock Holding History

CWC 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 		$1.06M Sell
901
-30
-3% -$30.6K 0.47% 56
2026
Q1 		$813K Sell
931
-20
-2% -$15.6K 0.39% 63
2025
Q4 		$622K Sell
951
-6
-0.6% -$3.65K 0.3% 76
2025
Q3 		$588K Buy
957
+27
+3% +$16.4K 0.29% 80
2025
Q2 		$492K Sell
930
-2,703
-74% -$1.13M 0.25% 83
2025
Q1 		$1.11M Buy
3,633
+1,763
+94% +$615K 0.63% 44
2024
Q4 		$615K Buy
1,870
+36
+2% +$11.3K 0.61% 47
2024
Q3 		$468K Buy
+1,834
New +$352K 0.46% 61

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

CWC Advisors's GEV Position: Q2 2026 in Review

CWC Advisors reduced its GE Vernova (GEV) stake by 3.2% in Q2 2026, selling an estimated $30.6K and leaving 901 shares worth $1.06M. The position accounts for 0.47% of the portfolio, ranked #56.

CWC Advisors first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • CWC Advisors held 901 shares of GE Vernova worth $1.06M as of Q2 2026.
  • CWC Advisors sold 30 GE Vernova shares in Q2 2026, an estimated $30.6K.
  • GE Vernova made up 0.47% of CWC Advisors's portfolio in Q2 2026, its #56 holding.
  • CWC Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's GE Vernova position peaked at $1.11M in Q1 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.