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Eldridge Investment Advisors’s GE Vernova GEV Stock Holding History

Eldridge Investment 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 		$634K Hold
540
– – 0.13% 98
2026
Q1 		$471K Sell
540
-10
-2% -$7.8K 0.1% 113
2025
Q4 		$359K Hold
550
– – 0.08% 131
2025
Q3 		$338K Hold
550
– – 0.08% 133
2025
Q2 		$291K Buy
+550
New +$229K 0.06% 136

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

Eldridge Investment Advisors's GEV Position: Q2 2026 in Review

Eldridge Investment Advisors held its GE Vernova (GEV) position steady in Q2 2026 at 540 shares worth $634K. The position accounts for 0.13% of the portfolio, ranked #98.

Eldridge Investment Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,454 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Eldridge Investment Advisors held 540 shares of GE Vernova worth $634K as of Q2 2026.
  • Eldridge Investment Advisors left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.13% of Eldridge Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • Eldridge Investment Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,454 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.