EGWAG
GEV icon

Elwood & Goetz Wealth Advisory Group’s GE Vernova GEV Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$431K Buy
367
+14
+4% +$14.3K 0.06% 96
2026
Q1 		$308K Buy
353
+17
+5% +$13.3K 0.05% 105
2025
Q4 		$220K Buy
+336
New +$205K 0.04% 127

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

Elwood & Goetz Wealth Advisory Group's GEV Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its GE Vernova (GEV) stake by 4% in Q2 2026, buying an estimated $14.3K and bringing the position to 367 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #96.

Elwood & Goetz Wealth Advisory Group first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 367 shares of GE Vernova worth $431K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 14 GE Vernova shares in Q2 2026, an estimated $14.3K.
  • GE Vernova made up 0.06% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #96 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.