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EP Wealth Advisors’s GE Vernova GEV Stock Holding History

EP 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 		$17.3M Buy
14,743
+3,277
+29% +$3.34M 0.07% 202
2026
Q1 		$10M Buy
11,466
+1,937
+20% +$1.51M 0.05% 219
2025
Q4 		$6.23M Buy
+9,529
New +$5.8M 0.03% 247
2025
Q2 		$3.4M Buy
6,432
+825
+15% +$344K 0.02% 318
2025
Q1 		$1.71M Sell
5,607
-215
-4% -$75K 0.01% 393
2024
Q4 		$1.92M Sell
5,822
-68
-1% -$21.3K 0.02% 367
2024
Q3 		$1.5M Buy
5,890
+1,208
+26% +$232K 0.01% 412
2024
Q2 		$803K Buy
+4,682
New +$742K 0.01% 425

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

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

EP Wealth Advisors increased its GE Vernova (GEV) stake by 29% in Q2 2026, buying an estimated $3.34M and bringing the position to 14,743 shares worth $17.3M. The position accounts for 0.07% of the portfolio, ranked #202.

EP Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • EP Wealth Advisors held 14,743 shares of GE Vernova worth $17.3M as of Q2 2026.
  • EP Wealth Advisors bought 3,277 GE Vernova shares in Q2 2026, an estimated $3.34M.
  • GE Vernova made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • EP Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.