Davis Wealth Advisors’s GE Vernova GEV Stock Holding History

Davis Wealth 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	$327K	Sell	278 -26	-9%	-$26.5K	0.25%	60
2026 Q1	$265K	Buy	+304	New	+$237K	0.22%	67

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

Davis Wealth Advisors's GEV Position: Q2 2026 in Review

Davis Wealth Advisors reduced its GE Vernova (GEV) stake by 8.6% in Q2 2026, selling an estimated $26.5K and leaving 278 shares worth $327K. The position accounts for 0.25% of the portfolio, ranked #60.

Davis Wealth Advisors first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Davis Wealth Advisors held 278 shares of GE Vernova worth $327K as of Q2 2026.
Davis Wealth Advisors sold 26 GE Vernova shares in Q2 2026, an estimated $26.5K.
GE Vernova made up 0.25% of Davis Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Davis Wealth Advisors first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.